Cybersecurity: We’ve got your back

By Jamie Everitt, President & CCO April 20, 2018 Insights


As cybersecurity seems to be in the media on a daily basis, we thought it would be a good opportunity to share with you some of the safety measures we take here at ClearRock to secure your data and information and most importantly your assets. We would like to highlight a few of the precautions we have implemented into our cybersecurity program.

– Regular employee training– Monthly training for employees updating them on current threats, strengthening employee awareness, controlling data and data access points and unannounced phishing testing.

– Safeguarding your personal information at ClearRock- We only access your personal information through a secured sever environment. The server environment monitors the access point and requires ClearRock employees to use two-factor authentication.

– Movement and transfer of funds– As fraudulent requests to transfer and move money are rapidly increasing we now require all third party move money requests to be verified with a personal phone call. (sorry for this inconvenience)

– Cybersecurity insurance– ClearRock now carries a cybersecurity insurance policy. Should a breach in security occur, as a result of ClearRock, you are covered!

We cannot prevent all threats without your help. Here are some helpful reminders you can implement when accessing your personal accounts.

– Two-factor authentication– When accessing your Schwab account implement two-factor authentication. See Charles Schwab’s Guide to Two-Factor Authentication.

– Wireless Networks– Avoid accessing personal data through unsecure wireless hotspots (airports and coffee houses). Often referred to as Wi-Fi Pineapple.

– Maintain Updated Technology– As new data threats appear daily it is of utmost importance to keep your web browser, operating system, antivirus, and anti-spyware updated, and activate the firewall.

View Charles Schwab’s Tips for Preventing Fraud

Let us know if you have any questions, as we are happy to discuss our cybersecurity program in more detail.

 

DISCLAIMER: 
Please  remember  that  past  performance  may  not  be  indicative  of  future  results.  Different  types  of  investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this  newsletter (article), will be profitable, equal any corresponding indicated historical performance level(s),  or be suitable for your portfolio. Due to various factors, including changing market conditions, the content  may no longer be reflective of current opinions or positions. Moreover, you should not assume that any  discussion or information contained in this newsletter serves as the receipt of, or as a substitute  for,  personalized  investment  advice  from  ClearRock  Capital,  LLC.  To  the  extent  that  a  reader  has  any  questions regarding the applicability of any specific issue discussed above to his/her individual situation,  he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of our current  written  disclosure  statement  discussing  our  advisory  services  and  fees  is  available  for  review  upon  request.