PRIVACY POLICY
Baker Ellis Asset Management LLC is committed to preserving the confidentiality of personal information we receive about you. A detailed understanding of your financial position and objectives is critical to the performance of our responsibilities. We ask clients for a wide range of information in order to fulfill these responsibilities and also to meet regulatory requirements. This information may be received from you on applications or other forms, or included on the Investment Policy Statement that we develop in conjunction with you to guide the management of your account. We do not share this information with any person or outside entity with the exception of account custodians or regulatory agencies as required by law. If you decide to close your account or become an inactive client, we will adhere to the privacy policies and practices described in this notice. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information. We reserve the right to change these policies at any time. If you have any questions about our privacy policy or other practices and procedures, please contact us.Top | The Firm | Philosophy | Principals | Commentary | Performance | Contact
