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A few reminders:

• We maintain updated copies of our disclosures, privacy policy, and compliance documents on our website.
• In the event of an actual or suspected Identity Theft, please contact us immediately or visit this resource page.
• All email communication is retained and reviewed for our mutual safety. We highly recommend using email for all correspondence and avoiding SMS/text messaging whenever possible.

Questions or comments? Feel free to reach out to the Valeo Compliance Team at any time:  compliance@valeofinancial.com