Carswell Investments, LLC’s (“Carswell”) is committed to confidentiality and the protection of our clients’ privacy.

In the normal course of business we may collect nonpublic personal information about clients in a variety of ways, including but not limited to, client conversations, account forms, tax and legal documents, interactions other professional advisers (i.e. tax accountants, lawyers, etc.) and transactions executed on behalf of clients.

Client nonpublic personal information is only shared with our firm’s service providers such as client custodial firms solely to service client accounts. We do not disclose any nonpublic personal information about our clients or former clients to any other third party unless specifically directed to do so by clients.

As a Securities and Exchange Commission (SEC) Registered Investment Adviser, Carswell may be required to disclose nonpublic personal information to federal or state authorities pursuant to SEC and state regulations.

Carswell safeguards nonpublic personal information by restricting access to only those who provide services to clients or those who need access to client information to service accounts. In addition, we will maintain physical, electronic, and procedural safeguards to meet all federal and state standards to protect the nonpublic personal information of our clients at all times.

Please contact us if you would like to discuss Carswell’s Privacy Policy in further detail.