​

Confidentiality and Security

 

You have entrusted to our care not only your hard-earned money but your personal and financial data as well.

We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interests.

Because your personal and financial data are your private information, we hold ourselves to the highest standards in their safekeeping

and use.

 

This means, most importantly, that we do not sell client or prospective client information—whether it is your personal information or the

fact that you are or may become a RevPi client—to anyone.

Instead, we use your information primarily to complete the work that you request or to make you aware of other financial products and

services that we offer or sponsor.

​

 

Our employees are required to follow procedures with respect to maintaining the confidentiality of our investors’ non-public personal information. Additionally, we maintain physical, electronic and procedural safeguards to protect the information. This includes performing ongoing evaluations of our systems containing investor information and making changes when appropriate.

​