Our Commitment to Your Privacy: Protecting our clients' privacy is of paramount importance to
Bradley & Company, LLC ('Bradley'). It is Bradley policy that no client information obtained by us is sold or
made available to third parties except that:
We will not share nonpublic personal information about our clients with nonaffiliated third parties without
prior client consent, except for specific purposes described below. This notice explains our collection, use
and safeguarding of client information.
How We Gather Information: In connection with providing clients with investment management services, we
may obtain information about them from the following sources:
Sharing Information with Nonaffiliated Third Parties: We only disclose non-public client information to
nonaffiliated third parties without prior client consent when we believe it necessary for the conduct of our
business or as required or permitted by law, such as:
We do not make any disclosure of client nonpublic personal information to other companies who may want to sell
their products or services to you. For example, we do not sell client lists and we will not sell client names to
Opt Out Provision: If, at any time in the future, it is necessary to disclose any of client personal information
in a way that is inconsistent with this policy, we will give our clients advance notice of the proposed disclosure so
that they will have the opportunity to opt out of such disclosure.
Bradley, used primarily for personal, family or household purposes.
Our Security Practices and Information Accuracy: We take steps to safeguard client information. We restrict access
to the personal and account information of our clients to our employees and agents for business purposes only. We maintain
physical, electronic and procedural safeguards, using industry-standard tools to guard your personal information.
Additionally, we have internal controls to keep client information as accurate and complete as we can. If you believe that
any information about you is not accurate, please let us know.