Homrich & Berg, Inc. ("H&B") protects the privacy of its clients.
"Nonpublic personal information" is nonpublic information about you that we obtain in connection with providing a financial product or service to you.
To conduct regular business, H&B may collect nonpublic personal information about you from sources such as:
As H&B shares nonpublic information solely to service our clients' accounts, we do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law or with the client's consent.
At times, we may disclose nonpublic personal information to financial service providers, such as mortgage brokers or insurance companies, with your consent for the purpose of obtaining products for your benefit.
Homrich & Berg will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.
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