Copyright, Privacy & Use Policy
Valuation experts, like all providers of personal financial services, are required by law to inform their clients of their policies regarding privacy of client information. At Moon, Schwartz & Madden (MSM) we are committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by you, our client. When you provide personal information to us, we believe that you should be aware of our policies to protect the confidentiality of that information.
We collect nonpublic personal information about you for the purpose of offering or furnishing our products and services to you. The types of information we may collect include:
• Information we receive from you on our intake forms, such as your name, address, social security number, assets and income.
• Information about your investment history including your account statements, accrued pension benefits, defined contribution plans
• Information you may authorize us to obtain from others, such as your pension plan or employer.