Privacy Policy

Bull City Advisors, LLC

Bull City Advisors, LLC (“Bull City Advisors” or “the Firm”) has adopted a privacy policy with recognition that protecting the privacy and security of the personal information obtained about its clients and potential clients is of paramount importance. Bull City Advisors also recognizes that its clients expect the firm to service them in an accurate and efficient manner. To do so, Bull City Advisors must collect and maintain personal information about its clients. Bull City Advisors wants its clients to know what information we collect, how we use it, and how we safeguard it.

What Information is Collected
Bull City Advisors collects certain nonpublic personal identifying information about its clients (such as their name, address, social security number, employment information, etc.) from information that is provided on applications or other forms as well as communications (electronic, telephone, written or in person) with the firm or its authorized representatives (such as its attorney, accountant, etc.). Bull City Advisors also collects information about clients’ brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

What Information May Be Disclosed
Bull City Advisors does not disclose the nonpublic personal information collected about its clients to anyone except in furtherance of its business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers, etc.) or as otherwise provided by law. For any terminated advisory clients or inactive consulting clients, Bull City Advisors will continue to adhere to this privacy policy as may be amended from time to time.

Security of Bull City Advisors’ Clients’ Information
Bull City Advisors restricts access to its clients’ nonpublic personal information to those employees who need to know that information to service their account(s). Bull City Advisors maintains physical, electronic and procedural safeguards in accordance with applicable federal and state standards to protect clients’ nonpublic personal information.

Changes to Bull City Advisors’ Privacy Policy or Relationship with its Clients
Bull City Advisors’ policy about obtaining and disclosing information may change from time to time. Bull City Advisors will provide to clients a current copy with notice of any material change to this policy before it implements the change. Clients may request a copy of Bull City Advisors’ Privacy Policy by contacting Susan M Carson, Chief Compliance Officer.