Privacy Policy

Firms like Corporate Research LLC are now required by law to inform their clients of their policies regarding privacy of client information. Our firm's policies and practices have always included standards of confidentiality that may be even more stringent than those now required by law. Therefore, we have always protected our clients' right to privacy.

Prior to our being engaged and, after being engaged, in the course of advising you, we may receive personal financial information about you. The personal information about you that we receive may be provided to us by you or from other sources, such as people or firms that provide or have provided services to you, such as attorneys, accountants, investment managers, insurance agents and financial planners.

Please be assured that all non-public information that we receive about you will be held in confidence and will not be released to people outside our firm, except as you agree or as required by law or as we determine is appropriate in order for us or others to provide services to you.

We retain some records relating to our services so that we are better able to assist you and to keep a record of the basis for our advice. In order to guard your non-public personal information, we will consult with you before making disclosures if we are concerned about the appropriateness of the disclosure, and we will maintain physical, electronic and procedural safeguards over certain information as we consider appropriate from time to time.

We pride ourselves in providing quality services, and we respect and protect the privacy of those who engage us. Please contact us if you have any questions about our privacy policies. We reserve the right to change our privacy policies at any time.