Certified Public Accountants (CPAs), like all providers of personal financial services, are required by law to inform their clients of their policies regarding privacy of client information under the Gramm-Leach-Bliley Act of 1999. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by this law.

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At Troxell & Associates, LLC we are committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by you, our client. When you provide personal information to us, we believe that you should be aware of our policies to protect the confidentiality of that information.

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The following information summarizes the privacy policy of Troxell & Associates, LLC and its affiliates.

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We collect nonpublic personal information about you for the purpose of offering or furnishing our products and services to you. The types of information we may collect include:

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• Information we receive from you on tax organizers, applications or other forms, such as your name, address, social security number, assets and income.

• Information about your investment history, including your transactions with us and our affiliated companies.

• Information you may authorize us to obtain from others, such as consumer credit and medical information or from other consumer-reporting agencies.

 

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted and/or required by law.

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We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

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If you have any questions about this policy, please do not hesitate to contact us. We value our relationship with you and strive to earn your continued trust.

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Troxell & Associates, LLC