We may collect, use, and are responsible for certain personal information that you provide when you voluntarily sign up for our newsletter, submit a contact form through our website, or otherwise contact us via an online form or e-mail. The information collected may include your first name, last name, email, address, and/or phone number. You may visit the website anonymously and are not required to provide any personally identifiable information to merely access or visit the website.
We may also collect “cookies” and other information concerning how our website is accessed and used. This may include non-personal information such as Internet Protocol addresses, browser types, browser versions, pages of the website that you visit, time spent on those pages, the time and date of your visit, links you click, and other device identifiers and diagnostic data. You can disable cookies on your browser or indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of the website.
If you are located in the European Economic Area (the “EEA”), we are regulated under the General Data Protection Regulation (“GDPR”) which applies across the European Union. We are responsible as data controller of that personal information for the purposes of the GDPR.
We may collect and use your personal information and other data:
Except for the following, we will not share, sell, or transfer your personal information without your consent.
We may share your personal information in the good faith belief that such action is necessary:
We may also share your personal information with certain third-party service providers whom we employ or utilize to facilitate the website and our services, to provide the website or services on our behalf, or to perform other functions related to our services and the use and function of our website. These third-party service providers have access to your personal information only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose. However, not personally-identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.
We collect and use your personal information under the following lawful bases:
Unless we tell you otherwise, we will hold your personal information based on the following criteria:
Our web server uses Secure Socket Layer (SSL) technology to maintain the safety of your personal information when you submit or access your personal information online. We also take reasonable measures to protect the security of your personal information when it is stored electronically. However, no method of transmission over the Internet or method of electronic storage is completely secure and we cannot guarantee absolute security of your personal information.
This website is operated in the United States and third parties with whom we might share your personal information are also located in the United States. If you are located in the EEA or elsewhere outside of the US, please note that any information you provide to us will be transferred to the US and by providing any such information to us, you consent to this transfer.
If you are a resident of the EEA, you have certain right concerning the protection of your personal information. If you wish to be informed of what personal information we hold about you or if you would like to remove or change any of your personal information, please contact us.
You have the following rights concerning the protection of your personal information:
For further information on the rights to which you may be entitled under the GDPR, please visit https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/.
Occasionally, at our discretion, we may include links to third-party sites our website. These third-party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked websites. Nonetheless, we seek to protect the integrity of our website and welcome any feedback about these websites.
|Assets Under Management
|$0 - $1,000,000
|$1,000,000 - $3,000,000
|$3,000,000 - $5,000,000
|$5,000,000 and above