Broker Check
Cyber Security at the Forefront of Our Business

Cyber Security at the Forefront of Our Business

January 26, 2021

Protecting your information is a priority for us.

The damage related to cybercrime is expected to reach $6 trillion by the end of 2021 as reported by CyberSecurity Ventures*. They also reported that companies will spend nearly $133.7 billion to defend against ongoing cyberattacks.

When you entrust our firm with your financial future, you also entrust us with your personal information. That’s an awesome responsibility – one that we take very seriously. Combating these threats requires thoughtful, informed action that includes:

  • Understanding the risks – and knowing how to minimize them
  • Having a process – and ensuring it is continuous and effective
  • Uncovering vulnerabilities – and taking prompt and decisive action

Our firm has several safeguards in place to protect against cybersecurity threats. And through our broker-dealer, Securities America, we leverage an industry-leading cybersecurity initiative – called the CyberGuard Program.

They key component to our comprehensive CyberGuard Program is an automated security auditing tool that continually assesses the technical controls on our firm’s devices. In addition, we monitor the details of our cybersecurity program on an ongoing basis to ensure consistency and thoroughness.

The attached document outlines steps we take to protect your information from cybercrime and offers tips on how you can protect yourself from online criminals.

Protecting your information is a priority for us. We remain vigilant in providing you the level of service – and security – you deserve.

Should you have any additional questions or concerns, please reach out to us by phone or email.

Schedule an appointment
to meet with me
Click to Schedule an Appointment

Email me at :

Thank you, as always, for the trust you place in us. Rest assured – we work hard every day to remain worthy of it.