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Financial Privacy and Security

While technology delivers countless improvements and opportunities for better managing our wealth, it also delivers new vulnerabilities, further exacerbating the challenges involved in protecting our personal information.

As is usually the case in protecting your security, the most effective strategy is a multi-pronged attack. Your entire financial team – including your advisors as well as your account custodians – should present a unified force for exposing vulnerabilities and shoring up breaches. The third, vital leg in establishing stable security is: YOU.

For Fort Vancouver Investment Management clients, our partnership involves coordinated efforts among us, our clients and our asset custodian, Schwab Alliance. To assist our clients, we’ve published a special report,”Partners in Safeguarding Your Financial Privacy and Security,” describing efforts we undertake on behalf of our clients, as well as offering handy tips you can apply to your own activities. We are pleased to share our special report with you here, and we welcome your feedback and comments.