Privacy is fundamental to our relationship with our investors and clients.

 

We are committed to maintaining the confidentiality, integrity, and security of your personal information. Internal policies have been developed to protect this confidentiality, while allowing us to serve your needs as an investor or client. We do not disclose nonpublic personal information about our investors, clients or former investors or former clients to third parties other than as described below. We collect information about you (such as your name, address, birth date, social security number, assets and income) and your transactions with us (such as investments, withdrawals, performance and account balances) from our discussions with you and from documents that you may deliver to us.

 

In order to provide you with such services we may provide your personal information to our affiliates and to firms that assist us in servicing your account and that have a need for such information, such as a broker, custodian, lawyer, accountant or other service provider and as permitted by law. We require third party service providers and financial institutions with which we have relationships to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. We maintain physical, electronic and procedural safeguards designed to protect the nonpublic personal information we obtain about you.