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Privacy Policy

We respect your privacy and do not share your nonpublic personal information with anyone except for non-affiliated third parties who assist us in providing services to you. We do not sell your or former clients’ nonpublic personal information to anyone.

1) We collect nonpublic personal information about you from what we receive on agreements or other forms and from your transactions with us.

2) We may disclose your nonpublic personal information to unaffiliated third parties (such as brokers or custodians) to assist us in providing services to you; to inquires from governmental authorities; or as required by law.

3) We restrict access to your nonpublic personal information to those employees who need to know that information in order to serve you. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information.

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