We
at Miller
Gesko would be unable
to function without the trust of our clients. One of the
most important ways that we build and protect that trust is
through our rigid adherence to strict privacy and
confidentiality guidelines.
To meet regulatory and legal requirements, we must obtain
specific financial and personal information from you or
other sources, with your authorization.
For current and former clients, we do not disclose any
information obtained in the course of our operation except
as required by law. We never rent or sell any information
relating to any of our clients. Some disclosures are
necessary, however. Permitted disclosures include, for
instance, providing information to our employees and, in
certain situations, to unrelated third parties who need to
know that information in order to assist us in providing
services to you. An example of this would be to the
custodians, like Fidelity, who handle the stock trades. The
recipients of this information are required to protect the
confidentiality and security of the information and may not
reuse it for any other purpose.
We retain records relating to the services we provide so
that we are better able to serve you. In order to protect
the confidentiality of these records, we maintain physical,
electronic and procedural safeguards that comply with our
standards.
If you have any questions at all regarding our privacy
policy, please call us at once.
Thank you for your trust.