CCAM Privacy Policy

The privacy of our clients is of highest importance to Capital Cities Asset Management (CCAM). In order to provide you with the absolute best service possible from our firm, we collect personal information. We constantly strive to protect this information and your privacy.

The nonpublic personal information we collect includes information (i) you provide to us on account applications, investor profiles, and other forms or (ii) we obtain in other ways to provide our services, such as communications with you and custodians.

The following include our procedures to protect your nonpublic personal information:

• We do not provide any personal information to unaffiliated third parties, except with your prior consent or as permitted by law, such as information provided to and received from a custodian or secondary advisor.
• We provide comprehensive security measures for both our physical location as well as information kept via electronic means in an effort to protect the integrity of your personal information.
• Employees with access to nonpublic personal information are required to sign a confidentiality agreement to safeguard that information.
• We do not sell or rent any names of current or prior customers to mailing lists or other parties.

Information such as name, address, and phone numbers is shared with our affiliate, AllStarInvestor.com, in order to provide services that may interest you.

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