Cybersecurity Detection, Prevention and Protection

Published: October 18, 2017

“An umbrella can’t stop the rain, but it will allow you to stand confidently in the rain.”



Klingenstein Fields Advisors (KF Advisors) welcomed clients, business partners and colleagues to an event last week, on the increasingly important topic of cybersecurity and fraud protection. Michelle Thetford, Vice President, Client Strategic Solutions, from Charles Schwab was the featured speaker. Michelle, an expert in risk control and compliance, provided a very engaging overview of the online fraud and theft environment today. Attendees received helpful information, examples of what to look out for and tips on guarding against and minimizing personal risk.

Our sincere thanks to those who attended this informative and entertaining evening. We appreciate that it can be a daunting task to understand, protect against and respond to threats to your identity and accounts. For those who were unable to attend the event, we encourage you to take steps to protect your information by reviewing two handouts from the event, How to Respond to a Data Breach and Preventing FraudSteps to Safeguard Your Assets.  As we walk together in the “rain” of cyber, fraud and other risks, KF Advisors seeks to serve as the umbrella that helps shield you and your family from these risks.

Important Disclosures

This material is provided for informational or educational purposes only and should not be construed as investment, accounting, tax or legal advice. Always consult a financial, tax and/or legal professional regarding your specific situation. This communication is not intended as a recommendation or as investment advice of any kind. It is not provided in a fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. Nothing herein constitutes or should be construed as an offering of advisory services or an offer to sell or a solicitation to buy any securities or a recommendation to invest in any specific investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future returns. The views expressed herein are as of a particular point in time and are subject to change without notice. The information and opinions presented herein are general in nature and have been obtained from, or are based on, sources believed by Klingenstein Fields Advisors (“KF Advisors’) to be reliable, but KF Advisors makes no representation as to their accuracy or completeness. Although the information provided is carefully reviewed, KF Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. KF Advisors represents two investment advisers registered with the Securities and Exchange Commission: Klingenstein, Fields & Co., L.P. and KF Group, LP. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.