“Passwords are like toothbrushes. They are best when new and should never be shared.” 

Keeping your information secure from criminals is a top priority for our firm. To better protect you and your accounts from cyber security threats, we continuously review security procedures to ensure that we are following best practices recommended by the custodians, financial institutions, and industry experts with whom we work.

While we feel we are taking clear and actionable steps in our own firm’s security measures, cyber fraud continues to escalate, is becoming more sophisticated, and is ever changing. These threats take various forms, including email scams (e.g. phishing), where criminals obtain investors’ identity and use that information to commit various forms of wire fraud. The attachment below describes these phishing scams and other tactics we believe investors should be aware of.

As a fiduciary to your financial accounts, we encourage our clients to embrace a series of measures to help protect their identity and mitigate potential security risks. The attached investor protection checklist outlines some best practices for investors across five key areas:

• Protect all passwords
• Surf the Web safely
• Protect information on social  media
• Protect your email accounts
• Safeguard your financial account

It is a good idea to review this checklist with all members of your household, so you can stay one step ahead!