Information we may receive from other advisers, investment managers and financial service providers with whom you work (such as accountants, insurance agents and financial planners).
The information we collect, and the people from whom we collect it, will of course vary depending on the nature of our representation of you.
Disclosure Policy
We do not disclose nonpublic personal information, or any other information, about our clients or former clients to anyone, except as specifically authorized by you, as permitted by law to facilitate our representation of you, or as otherwise required by law. |