Privacy Statement

Securing your privacy is as important as securing your financial future.

Privacy Statement

Gualario & Co., LLC is committed to maintaining the security, integrity and confidentiality of any and all personal information entrusted to us by present and potential clients who are natural persons. We treat any and all personal information, including the amount and performance of your account, as strictly confidential and respect your right to privacy. When you provide personal information to Gualario & Co., we believe that you should be aware of our policies to protect the confidentiality of this information.

Personal information is protected by Gualario & Co. in a number of important ways. All Gualario & Co. employees are subject to a strict employment policy regarding confidentiality. Gualario & Co. takes substantial precautions in seeking to ensure that our systems are secure and that they meet industry standards. When appropriate, Gualario & Co. employs the use of encryption technologies, user authentication systems (e.g., passwords and personal identification numbers) and access control mechanisms.

In order to provide you with an appropriate level of service for your account or accounts, we may provide, with your consent and under strict confidence, personal information to firms that assist us in servicing your account or accounts. If directed to do so by you, we may join with our business partners to provide you with information about our business partners' innovative products and services that we believe may be of interest to you as a result of your relationship with Gualario & Co.

It is our policy that we do not provide customer names and account information to any outside firms, organizations or individuals that are not providing services to the account under any circumstance.

GUALARIO & CO., LLC