Privacy Policy

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.

We will only use your personal information for the purpose you provided it, such as to present the Services and its content to you and for the purpose of aggregated statistical analysis regarding how you and others use our Services. For any other use, we will first obtain your explicit consent.

We will not sell or rent your personal information to anyone. We will not disclose your personal information to any third party outside of our organization.

As you use our Services, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions and usage patterns. The technologies we use for this automatic data collection include cookies. A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your web browser.


You may do the following at any time by contacting us at [email protected]:

Opt out of any future contacts from us.

See what information we have about you, if any.

Change, correct, or have us delete any information we have about you.

Express any concern you have about our use of your information.


We have implemented reasonable measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration and disclosure. Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted via our Services. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained in the Services.


We post any changes we make to our Privacy Policy on this page. The date the Privacy Policy was last updated is identified at the bottom of this page. You are responsible for periodically visiting the Moon,Schwartz & Madden website and this Privacy Policy to check for any changes.


To ask questions about or comment on this Privacy Policy and our privacy practices, you may contact us at [email protected]

Updated: July 1, 2020