Maintaining the privacy of the information that you share with us is extremely important. The Gramm– Leach – Bliley Act, a federal statute, requires “financial institutions” to explain what their specific policy is with regard to the use of information that has been collected from you or other information about you that we may possess. You can be fully assured that prior to the mandate, Addis & Hill, Inc. was in full compliance and are continuously adjusting our practices to remain in compliance with our policy and procedures. We will continue to maintain the highest level of confidentiality with all the information we receive from you.

Collecting Information: In general, to conduct business and provide services to you, information is collected to build a foundation for our recommendations and for your future decision making. We collect non-public information in numerous ways. Primarily, information is collected from interviews, applications, and other forms. In addition, information is collected about your transactions with us, our affiliates or others. Finally, we collect information from our website including information from our on–line forms and on–line collecting devices commonly called “cookies”.

Disclosing Information: Addis & Hill, Inc. will disclose information, such as your name, address, and social security number to name a few, only to financial institutions with whom we have agreements; Pershing, Shareholders Service Group, SEI Investments, Managers Investment Group, LLC and others. Also included is information needed to complete activities such as account balances and transfers. We do not disclose            non– public information about current or former clients to non- affiliated third parties except as permitted by law; as described in the privacy notice; or, as otherwise communicated to you. All employees are required to comply with our established confidentiality procedures and policies.

Confidentiality and Security: We will protect all information collected from you, and will restrict access to your non–public personal accounts by making information available to persons who have a need to properly service our client’s accounts. We maintain physical, electronic, and procedural safeguards to insure our confidentiality policy and procedures are followed. Employees who are in violation of our Privacy Policy will be subject to disciplinary action, which may include termination.                                                          Back