HPM Partners LLC recognizes the importance of protecting the privacy of our clients and those who visit our web site. Protecting your privacy is fundamental to the way we conduct business, whether over the Internet, over the telephone, or in our offices. Our web site safeguards client information by maintaining physical, electronic, and procedural safeguards that comply with federal standards. We want you to know what information we collect and how we use and safeguard that information.
One of the best ways to protect your information on any online service is to make sure you sign-off and close the browser once you have completed transacting business.
WHAT INFORMATION WE COLLECT
We collect certain personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
WHAT INFORMATION WE DISCLOSE
We do not disclose the personal information we collect about our clients to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
SECURITY OF YOUR INFORMATION
We restrict access to your personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards.
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
If you have any questions or concerns regarding this notice, please contact your Partner/Principal.