Your privacy and confidentiality of your personal details, investments and others are very important to me. I am committed to maintaining the confidentiality, integrity and security of your personal information. This Privacy Notice sets forth my policies with respect to non public personal information of my clients, prospective clients and former clients. These policies may be changed from time to time.

Collection of Non-Public Personal Information: I collect non-public personal information about you and your family, such as name, address, birth dates, assets, income levels, investment history, information about your investment goals, and risk tolerance as well as other financial information, from the following sources:

  1. In Client Profilers, Risk Profiler and Sign off Agreements
  2. In written, telephonic or electronic correspondence, such as e-mails and during face-to-face meetings with us;
  3. In financial statements provided by third parties such as banks, brokerage firms and mutual fund companies; and
  4. In the Subscription Agreement and any other investments like Private Equity, Real Estate;

I do not sell your personal information to mailing list vendors or solicitors for any purpose.

Disclosure of Non-Public Information: I may disclose all or some of the relevant information described above to certain third parties under one or more of these circumstances:

  1. As authorized for you if you request the disclosure of the information to third-parties; and
  2. As required for implementation of the Investment Strategies recommended by me

Security of Non-Public Information: I restrict access to non-public personal information about you to those associates or team members who need to know that information to provide my services to you. I maintain physical, electronic, and procedural safeguards that comply with your non-public personal information.

I do not sell your personal information to mailing list vendors or solicitors for any purpose.

This privacy notice relates to my services and any related entities in the future.