Insights & Commentary

« Go BackCybersecurity - Keeping Your Personal Information Secure

April 28, 2016

Keeping your information secure from criminals is a top priority for our firm. To better protect you and your accounts from cybersecurity threats, we continuously review security procedures to ensure that we are following best practices recommended by the custodians, financial institutions, and industry experts with whom we work.

While we feel we are taking clear and actionable steps in our own firm's security measures, cyber fraud continues to escalate, is becoming more sophisticated, and is ever changing. These threats take various forms, including email scams (e.g., phishing), where criminals obtain investors' identity and use that information to commit various forms of wire fraud.

As a fiduciary to your financial accounts, we are encouraging our clients to embrace a series of measures to help protect their identity and mitigate potential security risks. Fidelity has provided some best practices for investors across six key areas to help you. This information can be accessed online at The best practices include how to:

Please carefully review the attached with all members of your household. We also ask that you do the following:

If your account is held at a custodian other than Fidelity, please contact us for that firm's 24/7 phone number in the event a cybersecurity incident occurs after normal business hours.

Do not hesitate to contact us with questions or concerns about how we protect your accounts or the steps you and your family can take to better protect yourselves and mitigate risk. As always, we appreciate the opportunity to help you achieve your financial goals.