You have the right to control what information you share with the world. We go to great lengths to ensure that you retain that control.

Our policies and commitment to guarding confidentiality are among the most strict in the business, and our standards for the privacy of our clients go far beyond industry requirements for financial services.

We do the usual. Materials are properly shredded. Files are safeguarded. Computer and network technology is secure.

Then we take it a step further.

• Client lists never leave our offices. Period. We don't even share this information with our Board.
• When we send confidential information to you by
  e-mail, the files are encrypted.
• Conference room windows are smoked to prevent passers-by from seeing in.
• We neither confirm nor deny that any client uses our services.
• Every employee, every contractor and every vendor exposed to client information signs a strict confidentiality and nondisclosure agreement.