top of page

Privacy Policy and Legal Disclaimer 

Privacy Policy 

This privacy policy discloses our privacy practices for our website and services. It applies to any personal information we collect from you on our website or through other interactions/transactions with you. 

Information Collection 

We only collect personal information that you voluntarily provide to us, such as through forms, registrations, inquiries or other interactions with you. Information may include name, contact information, etc. 

Information Use 

The information we collect is used only to provide products and services you request as well as for business purposes such as customer service, order processing, delivery notifications, marketing and communications relevant to your interests. We may also use information to comply with

legal obligations. 

Information Sharing 

We do not sell or rent your personal information to third parties for marketing or any other purposes. We may share your information with third party service providers working on our behalf to serve you, but only for the purposes described above. 


Your Choices and Rights 

You may opt-out from marketing communications by following opt-out instructions in the messages you receive. You may request changes to information provided to us by contacting us. You may request that we delete personal information we have collected from you, though we may be required by law to keep certain information. 


Data Security 

We have implemented generally accepted standards of technology and operational security to protect information from loss, misuse, alteration or destruction. Only authorized personnel and third party vendors have access to your personal information, and these employees and vendors are required to treat this information as confidential. 


Policy Updates 

We may update this privacy policy from time to time. We will post updates on our website homepage and notify you by other means if major changes occur. You are advised to consult this policy regularly for any changes. 


Contact Us 

If you have any questions about this privacy policy or our information practices, please contact us at [email address] or [phone number]. 


Legal Disclaimer 



This material presented on our website is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. 

Any analysis or discussion of investments, sectors or the market generally are based on current information, including from public sources, that we consider reliable, but we do not represent that any research or the information provided is accurate or complete, and it should not be relied on as such. 


Our views and opinions expressed on our website are current at the time of publication and are subject to change. Past performance is not indicative of future results. 


Privacy Policy: 

We may collect non-public personal information about our customers and clients as necessary to conduct business with them. Information collected may include public and non-public personal information, such as name, address, social security number, birth date, assets, income, credit history, and other financial information. This information is compiled from applications, forms, telephone calls, face to face meetings, account activity and payment history, balances, and other third-party sources (e.g. credit reporting agencies). 


We restrict access to personal information to authorized personnel, affiliates, service providers and outside professionals who need to know that information. Personal information is retained only for the purpose of providing a response to a customer inquiry and is not made available to any third party except as necessary for the purposes intended or as required by law. 


We maintain appropriate administrative, technical, and organizational controls to safeguard such personal information, although such safeguards may not prevent all breaches of information security. If the security of personal information is compromised, the affected individuals will receive notice of the data security incident where required by and consistent with applicable law. 


By submitting data on our website, you are providing explicit consent to transmission of data collected. We treat data as confidential within the firm and require strict adherence to our data protection and confidentiality policies. 

We reserve the right to amend this Privacy Statement and Legal Disclaimer from time to time. 

bottom of page