Our client relationships are our most important asset. Thus, we endeavor to maintain client trust and confidence in our firm, an essential aspect of which is our commitment to protect client account information to the best of our ability.
MPC collects and maintains client account information so that we can provide investment consulting services to you. The types and categories of information we collect and maintain about your organization include:
- Information we receive from you to provide investment advice to you (such as your address, telephone number, tax identification numbers and bank account numbers),
- Information that we generate to service your account (such as Asset Allocation Studies, Investment Policies and Executive Summaries)
- Information that we may receive from third parties with respect to your account(s) (such as custodial or brokerage statements and actuarial reports)
- To provide you with the highest level of investment consulting services, we may disclose your account information in limited circumstances, which include:
- Disclosures to financial service companies as permitted by law, including those necessary to service your account (such as providing account information to investment managers and custodians)
- Disclosures to non-financial service companies that perform services on our behalf (such as our technology consultants who assist us in maintaining our computer systems)
- Arrangements with companies not affiliated with MPC will be subject to confidentiality agreements.
- We will not disclose any account information about our current or former clients or their account(s) unless we receive prior consent, we believe the recipient is your authorized representative, or we are permitted by law to disclose information to the recipient.
- If we change this fundamental policy that would permit or require additional disclosures of your confidential information, we will provide written notice to you, and you will be given an opportunity to direct us as to whether such disclosure is permissible.
- In November 1999, Congress enacted the Gramm-Leach-Bliley Act (“GLBA”). The GLBA requires certain financial institutions, including broker-dealers and investment advisors, to protect the privacy of Customer Information. To the extent a financial institution discloses Client Information to non-affiliated third parties other than as permitted or required by law, clients must be given the opportunity and means to opt out (or prevent) such disclosure. Please note that we do not disclose Client Information to non-affiliated third parties except as permitted or required by law (e.g., disclosures to service your account or to respond to subpoenas).