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Information Security

Our Directors, Associates, Analysts, and staff understand that information drives clients’ businesses and is a valuable asset. We go to great lengths to ensure the information remains private and protected.

Privacy Protection

• Discussion of specific client projects is limited to only Associates/Analysts assigned to the team
• Management monitors each Associate’s client portfolio to prevent any conflicts of interest
• Random code names utilized per clients’ requests

Compliance

• Strict confidentiality, information security, and code of ethics policies enforced and
  adhered to
• Communication and research activity continuously monitored by IT staff and senior management
• Firewalled, restricted, and password-protected systems and folders in place