Trust Center
Welcome to Cerity Partners' Trust Center. Our commitment to data privacy and security is embedded in every part of our business. Use this Trust Center to learn about our security posture and request access to our security documentation.
As an SEC-registered investment adviser, the Investment Advisers Act of 1940 imposes a fiduciary duty upon Cerity Partners to act in the best interest of our clients. This duty extends beyond investment advice to encompass the protection and security of your sensitive financial information and personal data. We understand that entrusting us with your wealth management and financial advisory needs means entrusting us with your most confidential information. Our cybersecurity infrastructure and data protection practices are designed to honor that trust and fulfill our fiduciary obligation to safeguard what matters most to you.
Data Security
Data Security
We follow industry best practices for data security. We are happy to provide more details about our data security practices upon request.
Access Control
Access Control
Access is tightly monitored and controlled at our firm. We are happy to provide more details about our access control practices upon request.
Data Privacy
Data Privacy
Privacy of customer data is top of mind. We follow industry best practices and follow all applicable privacy regulations. We are happy to provide more details about our data privacy control practices upon request.
Training
Training
We provide security awareness training to all employees to ensure that they are aware of security best practices. We are happy to provide more details about our training practices upon request.
Endpoint Security
Endpoint Security
We follow industry best practices for endpoint security. We are happy to provide more details about our endpoint security practices upon request.
Network Security
Network Security
We protect our corporate network against external & internal threats.
BC/DR
BC/DR
We have a business continuity plan in place to ensure that we can continue to operate in the event of a disaster.
Incident Response
Incident Response
We have a dedicated team that responds to security incidents. We are happy to provide more details about our incident response practices upon request.
Risk Management
Risk Management
We have a dedicated team that manages security risks. We are happy to provide more details about our risk management practices upon request.
Corporate Security
Corporate Security
We implement internal measures and practices to maintain a high standard of security.
Change Management
Change Management
We have a change and configuration management process in place to ensure that changes are properly reviewed and approved.