Privacy Policy

Privacy & confidentiality is fundamental with us

Privacy Policy & Practices

Notice – Brentwood Capital Advisors, with its affiliates, is committed to maintaining your confidence and trust. Because the privacy and confidentiality of client nonpublic personal information, (NPI) is fundamental with us, we are pleased to comply with federal regulations regarding notice of our privacy policy. Also, we want you to be informed as to the information we obtain, how it is used and the measures we take to protect your privacy.

Security Procedures – To ensure confidentiality we restrict access to your nonpublic personal information to those employees who need that information to provide the services you expect of us and to fulfill our obligations to you. We emphasize the importance of confidentiality through employee training, operating procedures and our privacy policy. We also maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We employ encryption and multi-layer password applications for computer entry and data access.

Information We Obtain – We may obtain nonpublic personal information about you and members of your family directly from you, from third parties authorized by you to provide information to us and from transactions with Brentwood Capital Advisors, affiliates of Brentwood Capital Advisors or others. Such information would normally include names, addresses, telephone numbers, fax numbers, email addresses, social security numbers, dates of birth and financial information.

Information We Disclose – We do not disclose nonpublic personal information about you to any person or other entity except those third parties such as data service organizations we engage to help us provide services expected of us or except as required by law and regulation in the conduct of business. Accordingly, nonpublic personal information about you could be disclosed in response to subpoena and in the course of examination by regulatory authorities and audits performed by independent public accountants. Such entities represent their own privacy policies. Our policy and practices pertaining to nonpublic personal information of clients continue to apply to you and parties of interest even if the relationship has been discontinued.

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