Information Security

We are dedicated to keeping our clients’ information secure. We believe in leaving important jobs to those with the expertise to do them, and since we are an investment management company and not an IT company, we outsource those responsibilities. Therefore, we leverage the technology of the companies listed below to establish an IT and security infrastructure we could never duplicate on our own, as both parties are SAS 70 Type II certified.

• Salesforce.com - The leader in customer relationship management (CRM), serves as the location for all of our clients’ personal information.SAS 70 Type II
• Google Apps - Google has created corporate applications for businesses to leverage their secure infrastructure for email, calendaring, etc. SAS 70 Type II