• Information we receive from you on your application and other forms.
• Information about your transactions with us or others.
• Any other personal information you communicate to us.
• We do not disclose any nonpublic personal information about you to anyone, except as necessary to complete authorized transactions, to provide other services to you pursuant to your Investment Advisory Agreement with us, and as otherwise permitted by law.

We adhere to the privacy policies and practices described in this notice for all current, former and prospective clients.

We restrict access to your personal and account information to our employees and to consultants and other third parties who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.