To provide you the level of service and expertise required to properly manage your account, you have entrusted us with information we regard as personal and confidential. We never have and never will disclose or sell any of this information to anyone without your consent.
1. We collect personal information in the normal course of business in order to manage your account and to serve you better.
When you first hired Investment Counsel, you provided us with personal information enabling us to manage your account in accordance with your objectives.
Each Month we receive a copy of your statement from the holder of your account in order to review any changes and confirm income received and transactions effected.
At each meeting or telephone conversation with us, you may discuss private matters.
2. We use this information only to assist us in meeting your investment objectives.
3. We protect the confidentiality and security of your personal information.
Companies we hire to provide support or service to assist us are not allowed access to your personal information.
All employees are instructed and required to safeguard such information.