Privacy Policy

Harbor Road collects nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. Such information may include, but is not limited to personal information included on applications or other forms (such as your address and social security number), account balances, transactions, and positions.

We do not disclose any nonpublic personal information obtained in the course of our business except as required or permitted by law, such as in connection with a law enforcement or regulatory request, subpoena, or similar legal process. Permitted disclosures also include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.