Privacy Policy
We employ an active investment management philosophy that achieves your objectives.
Contracting With Third Parties
We may contract with other entities to perform specific support services such as, but not limited to, data processing that may require us to provide them with access to our customer information. When doing so, we require such third party service providers to contractually agree to adhere to our security and privacy guidelines.
Restrictions on the Disclosure of Account Information
We do not reveal specific information about our past or present customer accounts or other personally identifiable data unless (1) Our customer has requested it or (2) the information is provided to help complete a transaction initiated by our customer; (3) disclosure is otherwise lawfully permitted or required.
Categories of Non-Public Information That We Collect
We collect nonpublic information about you from the following sources:
- Applications to us for our products and services and on other forms that you may provide us.
- Processing transactions pertaining to your accounts, as well as information that we receive by providing other banking services to you.
- Information we receive from a consumer reporting agency.
- We do not currently disclose specific information about our past or present accounts or other non public personal information to nonaffiliated third parties for their independent use.
Your Privacy
We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with Federal standards to guard your nonpublic personal information.
If you have any questions about the confidentiality of your information in our hands, please give us a call. We appreciate your business.
This notification meet the requirements of the joint regulatory agencies’ final rules on privacy of consumer information, 15 USC.6801.