Mitchell Capital Management (MCM), like all registered investment advisors, is required to inform our clients regarding our policies on protecting the privacy of client information. Regulation S-P released by the Securities and Exchange Commission requires all registered investment advisors to adopt privacy policies governing their collection and use of nonpublic personal information about clients.
MCM receives nonpublic personal information from each client or a third party authorized by each client. We do not sell or share client information with unrelated third parties. For current and former clients, MCM does not disclose any nonpublic personal information except as required or permitted by law. Permitted disclosures include providing information to third parties that assist in processing client transactions or servicing accounts. Required disclosures would result from cooperation with regulatory or law enforcement authorities.
For MCM clients accessing account information via our website, various forms of Internet security protocols, usernames and passwords are used to safeguard information. MCM recommends that each client using the web site should not share their username or password with anyone.
If, at any time in the future, it is necessary to disclose any nonpublic personal information in a way that is inconsistent with this policy, we will give clients advance notice with the opportunity to opt out of such a disclosure.
As a valued client, MCM is committed to providing you with investment advisory service. We are also committed to maintaining the confidentiality of our client’s information. It is at the core of our professional relationship. If you have any questions regarding this policy, please contact one of our associates at (913) 428-3222.