Privacy Policy Statement

We understand and respect the privacy of non-public personal information we receive from our clients. The following Privacy Policy Statement applies to our relationship with you if you are an individual who obtains products or services from us for personal, family or household purposes.

Recognition of Expectation of Privacy

You regard your personal information as yours, and so do we. Because we do not sell or share your information with third parties not associated with services or activities of Fund Evaluation Group, LLC (FEG) (except as allowed by law), there is no need for you to tell us not to share your private information.

Information We Collect

In the course of doing business with you, FEG may collect personal, non-public information about you from a variety of sources:

  • Information which we receive from you and on contractual agreements or client information/application forms, such as your name, address, phone number, taxpayer or social security number, occupation, date of birth and income.
  • Information about your transactions with us, FEG’s affiliated companies and others, such as account balances, investment assets and the purchase and sale of securities.

Maintenance of Information

FEG has internal procedures designed to maintain accurate records concerning your personal information. Should you ever believe that our records contain inaccurate, incomplete or non-current information about you, please notify us. We will respond to requests to correct the information in a timely manner.

Information We Share

We are permitted by law to share information about our transactions or experiences with you or your account, such as account balances, payment history and assets purchased or sold, with our affiliated companies, and we may share this information in order to best serve your investment needs. We may disclose information to non-affiliated third parties as allowed by law. For example, this may include a lawful order or requirement of a court or governmental authority having competent jurisdiction, including subpoena or other legal process. We do not share with our affiliated companies other information you have given us in connection with an application, or information we have received from other third parties. You will be notified if we intend to do so and be given the opportunity to prevent such sharing.

Information Security

We restrict access to non-public personal information to those employees who need to know that information in order to provide our products and services to you. We maintain physical, electronic and procedural safeguards to protect your non-public personal information. If you end your relationship with us, we will continue to adhere to the policies and practices described in this policy statement. We reserve the right to amend this privacy policy from time to time. In the event we amend this policy, you will be notified during our annual mailing.