Privacy Policy

Last updated – April 2014

This Privacy Notice discloses the privacy practices for ValueWealth™ Services and provides a link to that of Purshe Kaplan Sterling Investments. The Privacy Policy for our Custodian, TD Ameritrade Institutional, can be found in Our Custodian.

ValueWealth Services (VWS)

VWS believes your personal information is yours and we will do everything possible to safeguard and protect it.  We do not sell or provide your personal information to anyone other than:

  • the custodian – this is done in order to open an account, process trades, safeguard client assets, adhere to investment objectives and provide proper regulatory oversight

  • a professional service provider such as your CPA or attorney

  • industry regulators  -  to cooperate as required by law under specific circumstances

It is the responsibility of the client to inform VWS of any changes to the treatment of our privacy policy towards their professional service providers.

VWS advisors and staff do not share any personal information about their clients with other parties without the client's consent.  VWS does not sell personal information about clients to anyone.

Our firm has in place both physical and electronic safeguards to protect our client information.

Purshe Kaplan Sterling Investments (PKS)

Click here to review the PKS privacy policy.