Privacy Policy

Registered Investment Advisors, like all providers of personal financial services, are now required by the new Gramm-Leach-Bliley Privacy Act to inform their clients of their policies regarding privacy of client information. Financial Advisor's have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

TYPES OF NON-PUBLIC PERSONAL INFORMATION WE COLLECT
We collect non-public personal information about you that is provided to us by you or obtained by us with your authorization. Some of this information includes, but is not limited to:

Your applications or forms (name, address, Social Security, Driver's License number, birth date, assets and income); and
Transactional activity in your account(s) (for example, trading history and balances);
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose or sell any nonpublic personal information obtained in the course of our practice as required or permitted law. proper authorization from you the permitted disclosures include, for instance, providing information to unrelated third parties who need information to assist us in providing services to you (i.e. attorneys and CPA's). In all such situations we have permission from you and we stress the confidential nature of information being shared.

PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENTS' INFORMATION
We retain records relating professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your non-public personal information, we maintain the highest physical and electronic safeguards that exceed the professional standards required of Registered Investment Advisor's. Original documents containing client information are kept on premises in areas supervised by Firm personnel. Computers containing customer information are password-protected. On this web site, there is neither client information nor access to any of our client's accounts. Outdated and non-essential draft documents and reports are shredded. Any and all necessary changes to this Privacy Policy are immediately made and the web site is updated.

Upon their association with Adams Financial Concepts, each employee must sign an Employee Confidentiality Agreement which outlines the Firm's policies for safeguarding propriety information and which provides for sanctions should the employee violate the Agreement. These forms are kept in each employee's personnel folder maintained by the Office Manager.

Any and all necessary changes to this Privacy Policy are immediately made and the web site is updated with the new information.