Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. Smithbridge Asset Management is committed to protecting our clients’ personal information.

 The information that we gather from our clients includes names, addresses, and contact information. We also assemble custodial and account information, along with other financial and personal data which is needed for the management of their investments.

 We have established internal controls and procedures to ensure the protection of our clients’ personal information.   We restrict the access of this personal information to our employees for business purposes only.  All employees are required to safeguard this information.

 We do not disclose nonpublic personal information to affiliates or nonaffiliated third parties, nor do we plan to, except as permitted by law or if requested by the client.  We only disclose this information when necessary, to effect and administer the transactions and services under our agreement with our clients.

 We will notify you of our privacy policy annually and if we make any changes to our policy, we will notify you promptly.

 Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.