Privacy Policy

Last modified: June 21, 2017

We value your privacy and wish to keep it confidential. With our website, potential clients will learn about the services we provide for investment management and financial planning. Financial professionals will also learn how they can partner with us. As you use our website, we want you to fully understand how we’re using information and the ways in which you can protect your privacy. Below you will find an explanation as to what our privacy policy entails: the information we collect and why we collect it and how we use that information. We want you to know that your information is safe with us and we will never sell or give out any of your personal information.

Principles we follow:

We won’t ask for personal information unless we really need it to provide you with services. We won’t ask for unnecessary information.

We will keep all information shared with us confidential.

We will always provide you with the utmost care, support, and attention that you require.

IFC does not disclose personally-identifying information other than as described below. And visitors can always refuse to supply personally-identifying information, with the caveat that it may prevent them from engaging in certain website-related activities.

Protection of Personally-Identifying Information:

IFC discloses potentially personally-identifying and personally-identifying information only to those of its employees, contractors, and affiliated organizations that (i) need to know that information to process it on IFC’s behalf or to provide services available at IFC’s websites, and (ii) that have agreed not to disclose it to others. Some of those employees, contractors, and affiliated organizations may be located outside of your home country; by using IFC’s websites, you consent to the transfer of such information to them. IFC will not rent or sell potentially personally-identifying and personally-identifying information to anyone. Other than to its employees, contractors and affiliated organizations, as described above, IFC discloses potentially personally-identifying and personally-identifying information only in response to a subpoena, court order or other governmental request, or when IFC believes in good faith that disclosure is reasonably necessary to protect the property or rights of IFC third parties or the public at large. If you are a registered user of an IFC website and have supplied your email address, IFC may occasionally send you an email to tell you about new features, solicit your feedback, or just keep you up to date with what’s going on with IFC and our products. If you send us a request (for example via a support email or via one of our feedback mechanisms), we reserve the right to publish it in order to help us clarify or respond to your request or to help us support other users. IFC takes all measures reasonably necessary to protect against the unauthorized access, use, alteration or destruction of potentially personally-identifying and personally-identifying information.

Information we collect

We ask for personal information, like your name, email address, telephone number so that we may get to know you and contact you.


A cookie is a string of information that a website stores on a visitor’s computer, and that the visitor’s browser provides to the website each time the visitor returns. IFC uses cookies to help identify and track visitors, their usage of website, and their website access preferences. IFC website visitors who do not wish to have cookies placed on their computers should set their browsers to refuse cookies before using IFC’s websites, with the drawback that certain features of IFC’s websites may not function properly without the aid of cookies.

How we use information we collect

We use the information we collect from our website to provide services, maintain accurate records, and protect our clients. With this provided information we provide tailored content – like giving you more relevant information or services based off your inquiry.

When you contact our office, we keep a record of your contact information to better communicate and stay in contact with you in the future.