At Litovsky Asset Management we respect your privacy and we are committed to safeguarding your information against unauthorized access and disclosure. We keep personal information such as your Social Security Number and account balances confidential. We take steps to safeguard this data from anyone who should not have access to it. We do not sell this information to anyone.
Below are our current policies and practices with respect to nonpublic personal information of our clients and former clients. Please be aware that this policy may be updated periodically. If we do so, you will be notified immediately.
Personal information collection
Litovsky Asset Management collects information to provide investment management and financial planning services to clients. Information is collected from client forms, applications, contracts, or through interaction with Litovsky Asset Management. Information about client transactions is provided to us by third parties such as broker-dealers.
Commitment to privacy
We do not disclose any non-public personal information about our current or former clients to non-affiliated third parties except in the following circumstances:
- When permitted or required by law
- When the disclosure is necessary to service client accounts
- When client specifically requests and authorizes the disclosure in writing.
Access to client information is restricted to those employees and associated persons with a need to know. All of the information provided by the clients is private and confidential. No information may be disclosed to anyone without client written consent. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard your confidential personal information.