We do not disclose nonpublic personal information about our clients or former clients to third parties except as described below.
We collect information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us, and in the course of providing advisory services to you. We may use this information to open an account for you, to process a transaction for your account, or otherwise in furtherance of our business. In order to service your account and effect your transactions, we may provide your personal information to firms that assist us in servicing your account and have a need for such information, such as a broker. We may also disclose such information to service providers that agree to protect the confidentiality of your information and to use the information only for purposes for which we disclose the information to them. We do not otherwise provide information about you to outside firms, organizations, or individuals except to our attorneys, accountants, and auditors, and as permitted by law.
We restrict access to nonpublic personal information about you to our employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with applicable regulatory standards to guard your personal information.
If you have any questions about this Privacy Notice, please contact Erin L. Price, Director of Operations and CCO by email at [email protected] or by phone at (703) 544-2300. Inquiries may also be mailed to our office at 1199 N. Fairfax St., Ste. 801, Alexandria, VA 22314.