Client privacy is a top priority at The Midwife Group

The relationship between The Midwife Group and our clients is the most important asset of our firm.  We strive to maintain client trust and confidence, which is an essential aspect of our commitment to protect their personal information.  We do not disclose their personal information to anyone unless required by law, at their direction, or when necessary to provide them with our services.  We never rent or sell their personal information to anyone.

Information Collection

The Midwife Group receives and maintains non-public personal information about clients during the normal course of business from the following sources so that we can better provide advisory services:

Information Sharing

In order for us to provide investment advisory services to clients, it is sometimes necessary for us to disclose their personal information to outside sources (e.g., custodians, regulators, approved third party vendors, accountants).  We conduct due diligence with each source prior to initiating a relationship with them to ensure that our standards are satisfied.

Information Safeguarding

To fulfill our privacy commitment at The Midwife Group, we have instituted firm-wide practices to safeguard the information that we maintain about clients.  These include:

At The Midwife Group, we value client privacy.  If you have any questions, please feel free to contact us.