Privacy Policy

Our clients’ privacy is important to us; therefore, we have adopted a Privacy Policy to demonstrate our commitment to the protection of their privacy. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by them or as required by law.

We restrict access to nonpublic personal information about our clients to those employees who need to know such information to provide products or services. We maintain physical, electronic, and procedural safeguards that comply with our professional standards to guard our clients’ nonpublic personal information.

For a complete copy of our Privacy Policy, please contact Monterey Bay Asset Management, LLC directly.