Privacy Policy

The information included on is provided by FFO, as required by law, to help you understand our firm’s privacy policy and how we process and maintain confidentiality and personal information relating to our obligations to protect your privacy.

FFO collects nonpublic personal financial information in connection with execution of service agreements and in relation to prospective and / or client relationships. This information is collected to fulfill legal and regulatory obligations and may include personal information submitted on forms (name, address, SSN, etc.), information regarding personal finances or brokerage statements that you have authorized FFO to access.

FFO does not disclose personal information regarding existing or past client relationships to non-affiliated entities or sell personal information to any third party. FFO does not disclose personal details unrelated to fulfilling obligations under the terms of our engagement without express client authorization, or as required or permitted by law. provides general information about FFO and its products and services. The site also features research and analysis, as well as educational materials. By accessing these materials, you acknowledge that you have read and agreed to the terms and conditions as stated below. FFO reserves the right to amend the terms of use periodically and post revised terms to this site. is available to persons 18 years of age or older who agree to the terms and conditions as related. Commercial use of this material without expressed written consent by FFO is strictly prohibited.


Any personal information submitted by you on this Site is maintained in accordance with our Privacy Policy. The information and opinions expressed on this Site do not constitute any offer by FFO to provide investment advice or services, or to buy or sell any securities or financial instruments.


This Site may contain links to other Web sites that provide information regarding investment products and services. These references are provided solely for the convenience of visitors to the FFO site and do not necessarily indicate affiliation or endorsement. FFO is not responsible for the content or opinions available on these third-party sites. If you would like to link to, please send your request to