"Perhaps the smartest thing an ordinary investor can do is to engage in periodic rebalancing of a diversified portfolio."
Burton Malkiel, PhD, author A Random Walk Down Wall Street
Updated: March 15, 2023
Our Commitment to You
7Twelve Advisors, LLC (“7Twelve”) is committed to safeguarding the use of all personal information.
Information About You That 7Twelve Shares.
We do not sell nonpublic personal information to anyone.
Information About Former Investors. 7Twelve does not disclose, and does not intend to disclose, nonpublic personal information to nonaffiliated third parties.
Confidentiality and Security. Our employees are advised about the firm's need to respect the confidentiality. Additionally, we maintain physical, procedural and electronic safeguards in an effort to protect the information from access by unauthorized parties.