Privacy Policy

Our commitment to your privacy



Our Commitment to Your Privacy: We are sensitive to the privacy concerns of our individual
investors. We have a policy of protecting the confidentiality and security of information we collect
about you. We are providing you with this notice to help you better understand why and how we
collect certain personal information, the care with which we treat that information, and how we use
that information.

Sources of Nonpublic Information: In connection with providing investment advisory services for
our clients, we collect and maintain nonpublic personal information (such as your name, and contact
information) from the following sources:

Disclosure of Information: We do not disclose any nonpublic personal information about you to
anyone, except as permitted or required by law or regulation, to third party service providers, as

Former Clients: We maintain nonpublic personal information of our former investors and apply the
same policies that apply to current investors.

Information Security: We consider the protection of sensitive information to be a sound business
practice, and to that end we employ physical, electronic and procedural safeguards to protect your
nonpublic personal information in our possession or under our control.

Further Information: We reserve the right to change our privacy policies and this Privacy Notice at
any time. The examples contained within this notice are illustrations only and are not intended to be
exclusive. This notice complies with the privacy provisions of Regulation S-P under the Gramm-
Leach-Bliley Act. You may have additional rights under other foreign or domestic laws that may apply
to you.

The SEC Regulation S-P, Privacy of Consumer Financial Information, requires Investment Advisers to notify
clients of their privacy policy as disclosed above. If you have any questions please contact us at 312-795-1000.


March 19, 2024

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