We invest heavily in cybersecurity and constantly update our infrastructure and controls to address current and potential threats. We also regularly vet the security of our vendors to ensure they meet our expectations and industry recommendations in securing client data.
We have a dedicated, in-house Information Security Analyst focused on combatting the latest cybersecurity risks, educating our staff monthly, and managing the security of all company devices.
To assist our clients, we offer a Digital Concierge Service to walk clients through best practices for accessing their accounts securely and sharing personally identifiable information with our team.
We recognize that we are privy to significant personal and financial information, and we do everything in our power to keep your data secure.