Information you provide: For example, we may collect the information received from application forms, e-mails and other correspondence.
Information about your transactions with us or our affiliates.
Information received from consumer reporting agencies.
Information received from other sources in connection with providing your service. With your authorization or consent, we may collect personal information about you from non-affiliated third parties such as accountants, attorneys, banking institutions, financial advisors, insurance agents, and other parties.
Our third party web hosting company uses industry-standard software to track and summarize web log and navigational information (i.e., IP addresses, number of hits, page views, user browser types, etc.).
Marc J. Lane & Company also complies with Section 326 of the USA Patriot Act. This law mandates that we verify certain information about you while processing your account application.
While providing client services, we may share personal information with:
Employees and contract workers: We may share your personal information with employees (and contract workers) who need such information to conclude transactions on your behalf.
Affiliates: Our clients often prefer an "integrated approach" to our services. For this reason and others, we may share your personal information with their affiliates as permitted by law.
Non-affiliates in connection with processing and servicing your transactions.
Other parties authorized by you. If authorized by you, we may disclose your personal information to other unrelated third parties. Such unrelated third parties may include attorneys, accountants, financial advisors, insurance agents, and government authorities.
Consumer reporting agencies.
Potential purchasing (or merging) entities. In the event that any of our affiliates is acquired by, or merged with, a third party, your personal information may be one of the assets transferred.
We may use information provided through use of this Site to measure and analyze Site traffic.
SECTION 3: WEBSITES NOT COVERED BY THIS POLICY
Websites Linking to this Site. Other websites may from time to time link to this Site.
Websites this Site Links to. This Site may from time to time link to other websites.
Websites "Framed" by this Site. Framing by this Site allows a visitor to view content provided (and managed) by a third party without losing access to this Site's navigational menu.
Since this Policy does not apply to any third party website, you should consult with any applicable third party website to learn about its privacy policies and security measures. We are not responsible for the activities and practices that take place on such third party websites.
We reserve the right to change this Policy at any time, and without advanced warning, by updating this page. You are bound by any such revisions and should therefore review the Policy every time you visit the Site.
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"Advocacy Investing", "Promoting Your Own Values", "SRI Open Forum", "Your Profit. Your Passion. Your Power.", "The Next Generation of Socially Responsible Investing", and "Advocacy Avatar" are trademarks of Marc J. Lane Investment Management, Inc. (Member SIPC) registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Protecting Today's Wealth. Building Tomorrow's." and the Marc J. Lane Wealth Group logo are trademarks of The Law Offices of Marc J. Lane, a Professional Corporation registered in the U.S. Patent and Trademark Office and may be registered in certain jurisdictions. "Marc J. Lane Wealth Group" is a trademark of The Law Offices of Marc J. Lane, a Professional Corporation and may be registered in certain jurisdictions.