How we protect our clients’ data

At Goodwin Investment Advisory, we understand that true financial security isn’t just about numbers—it’s also about trust, peace of mind, and knowing that your sensitive information is in safe hands. While our robust cybersecurity measures safeguard your data and account information, we go even further to ensure a secure and trusted environment for everything you share with us. From encrypted communication to continuous monitoring, we take every precaution so you can focus on what matters most—your financial future. Just as we thoughtfully manage your investments, we thoughtfully protect your information, ensuring that both your assets and your personal data are handled with the highest level of care and integrity.

We take cybersecurity seriously and implement strict measures to safeguard your personal and financial information. Here’s how we keep your data secure:

Strong password security

• Unique passwords for different systems—no duplicate passwords across platforms.
• Two-factor authentication (2FA) is required where available.
• Secure password management using a commercial credential management vault with auto-logout and 2FA enabled.
• No passwords are stored in browsers or unencrypted files.

Secure internet use & device protection

• Use cell phone hotspots when traveling; public Wi-Fi is allowed only with an active VPN.
• Company-approved firewall and antivirus are installed on all computers.
• Full disk encryption is enabled on all devices.
• Mobile security and endpoint protection.

Email & communication security

• Sensitive client information is only shared through secure portals or encrypted emails.
• No confidential data is included in AI chats or unsecured messages.
• All securities-related communication via company-approved text and email platforms.

Physical security & document handling

• Confidential physical documents are scanned and securely stored before shredding.
• The office alarm system must be armed, and all doors must be locked when leaving.
• Security codes and Wi-Fi passwords are updated annually and after employee termination.

By implementing these cybersecurity best practices, we ensure that your financial information remains protected, giving you peace of mind when working with our team. Your security is our priority.

Disclosure:

All investment carries risk, and we cannot guarantee performance or results. Past performance does not guarantee future results. GIA does not earn any compensation from any of the non-GIA links provided in these resources. The market insights, podcast, blogs, book recommendations, self improvement thoughts, food recipes and activities are based on our perspectives and experience, and may not apply to your unique situation or be appropriate for your health and wellness. We are not aware of any conflicts of interest relating to any testimonials or endorsements. Please contact us for any questions relating to the content above, or to discuss how we can support you in your specific situation, and help you to reach your financial and personal goals.