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R.M. Davis Privacy Notice

R.M. Davis has established policies and procedures to safeguard your privacy. We have always considered clients' personal information to be private and confidential. Our policies are designed to ensure the security, confidentiality and integrity of our clients' information.

Information We Collect

We collect nonpublic personal information about you from the following sources:

  • information from you when establishing a relationship with R.M. Davis and through the lifetime of your relationship with us; for example, social security numbers, dates of birth, addresses, personal financial reports, tax information
  • information we receive from your custodian or broker; for example, transactions, asset summaries, and security cost basis
  • information we may receive as part of a working relationship with your attorney, accountant and/or insurance agent

Information We Disclose

We do not disclose any nonpublic personal information about our present or former clients to anyone without their permission, or as required by law.

Access to Personal Information

Only employees who need to know nonpublic personal information about you in order to execute the services for which you retain us have access to information. We maintain physical, electronic and procedural safeguards to protect nonpublic personal information.