Privacy Notice

We deliver this Privacy Notice to all our clients initially upon establishing our relationship and annually thereafter. We believe it important that you understand our uses of the information we gather from you. 

In performing our services for you, we may gather non-public personal information about you, as follows: 

·        Information we receive from you in our conversations, discussions and interviews. 

·        Information relating to the services we render to you.

·        Information you deliver to us in a written or other format, however developed.

·        Information prepared by and delivered by third parties acting on your behalf.

Please be advised that we do not disclose any non-public personal information about you to anyone except as permitted by law. Further, we restrict access to nonpublic personal information about you to our associated persons and other certain service providers who need to know that information for us to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

If you have any questions about our Privacy Notice, we request that you contact us promptly. We value our relationship with you and want to assure that our policies and procedures are clear and acceptable to you. 

Nicholson Meyer Capital Management, Inc.

Jennifer D. Nicholson

President and Chief Compliance Officer