Privacy Policy

CarpenterHawke and Co., LLC. ("CH"), has always been committed to maintaining the confidentiality, integrity, and security of personal information about our current and prospective clients. CH recognizes that your relationship with us is based on trust and that you expect us to act responsibly and in your best interests.

Because your personal and financial data is your private information, we hold ourselves to the highest standard in its safekeeping and use. We do not sell information about current or former clients or their accounts to third parties. Nor do we share such information, except when needed to complete transactions at your request or to make you aware of related financial products and services that we offer. In all such cases, we require that all parties treat your private information with the same high degree of confidentiality that we do.

As required by federal law, CH will notify you of our Privacy Policy annually. We reserve the right to modify this policy at any time, and we will notify you promptly if we make any changes.

Revised 11/2008