Privacy
Policies and Practices
Protect
client information
Physical, electronic, and procedural safeguards
have been implemented.
Personal information is never sold or traded.
Personal information may include and is not limited to questionnaires,
applications, account opening documents, forms you complete,
data about your transactions, and from various outside vendors
and sources such as consumer reporting agencies.
Personal information, including non-public, may be utilized
to offer services and to serve client relationships. Examples
include
providing information to W&M employees and affiliates,
regulators, and to third party service providers such as custodians
and broker/dealers,
advisors, and consultants.
Other disclosures may be required by law, authorized by you,
or made in the reasonable conduct of our business.
Contact any W&M Investment Advisor for additional
information, prospectuses, and the ADV Part II. |