Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
2100 TRAVIS ST. SUITE 650 HOUSTON, TX 77002
713-909-3188
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your:
When you are no longer our customer, we may continue to share your information only as described in this notice.
All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:
If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.
Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us
immediately if you choose to opt out of these types of sharing.
Here are the details of certain terms and what they mean:
This is a web hosting provider: we use it to store data you generate by using the service securely in the cloud.
EU (Ireland)
Affiliates
Companies related by
common ownership or control. They can be financial
and non-financial companies.
Non-Affiliates
Companies not related by common ownership or control. They can be financial and non-financial companies.
Joint Marketing
A formal agreement between non-affiliated financial companies that
together market financial products or services to you.
This enables users to authenticate via Single Sign-On.
US
We use this service for customer communications, user interaction and helpdesk assistance.
US
We use this service for customer communications.
US
We use this service for customer communications, user interaction and helpdesk assistance.
US
We use this service for sending, storing and tracking emails.
US
This service processes payments for us.
EU & US
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