Privacy
Last updated October 23, 2026
This page explains what happens to information when you visit this website or get in touch with us. It covers this website only. Work we do for advisory firms is governed by a separate written agreement with each firm.
When you visit this site
- We use Cloudflare Web Analytics to count visits and see which pages are read. It doesn't use cookies, doesn't follow you to other sites and doesn't identify you.
- We don't use advertising trackers, and there are no forms that collect your information.
- The site is hosted by Cloudflare, which processes standard technical information, such as your IP address and browser type, to deliver the site and protect it from attacks. Cloudflare may set a security cookie for that purpose only.
- The site's fonts load from Google Fonts, so your browser connects to Google's servers, which receive your IP address.
When you email us
If you email us, we use your name, email address and what you write only to reply and to keep a record of our conversation. We don't sell or share it, and we won't add you to a mailing list without asking.
Client data
This website never asks for information about your firm's clients. We never ask for client passwords, Social Security numbers or full account numbers.
Changes and questions
If we change how this site handles information, we'll update this page and the date above. Questions? Email [email protected].