Client Privacy and Data Security Policy
Our purpose is to simplify and clarify the means by which our clients achieve their personal wealth management goals. Before we take action on your behalf, we fully disclose the risks and potential rewards.
The core values of our firm are integrity and transparency. As a fiduciary, we always put our clients’ interests first. We adhere to the Fiduciary Standard, which consists of a duty of loyalty and care.
Our financial planning software provider, Right Capital, uses data security featuring 2048-bit asymmetric encryption and 256-bit symmetric encryption, so your personal information is very secure. Our financial planning software partners with Envestnet | Yodlee to provide account aggregation. All of your banking credentials are managed by Envestnet | Yodlee, and we do not store your credentials. We communicate with Yodlee via an encrypted data link.
Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,000 companies, including 11 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers.