570 Lexington Avenue, 12th Floor, New York, NY 10022
Phone: +1 (212) 317-0888 / +1 (212) 702-6608

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This notice describes the privacy policies of Mahler & Emerson Inc. regarding how Mahler & Emerson Inc. handles and protects personal information that it collects about individuals who are prospective, current or former investment advisory clients.

Mahler & Emerson Inc. collects personal information in connection with providing investment advisory services primarily to process requests and transactions, provide customer service and communicate information about its products and services. Personal information, which is obtained from applications and other forms, may include name(s), address, social security number or tax identification number, bank account information, financial information and other investments in mutual funds or other investment programs managed by Mahler & Emerson Inc. or its affiliates ("Personal Information").

Mahler & Emerson Inc. limits access to Personal Information to those individuals who need to know that information in order to process transactions and service accounts. These individuals are required to maintain and protect the confidentiality of Personal Information. Mahler & Emerson Inc. may share Personal Information described above with its affiliates for marketing and other business purposes, such as to facilitate the servicing of accounts and to provide information about new products and services.

Mahler & Emerson Inc. shall exercise reasonable precautions to maintain the confidentiality of all information provided in connection with accessing this site. Because such information can be accessed through the Internet, no assurance can be given that this information will remain secure. Mahler & Emerson Inc. may at times, disclose such information to its employees, representatives, officers, agents or affiliates, as well as any governmental entity, in the conduct of its business, to comply with applicable rules, orders, subpoenas or other legal processes, or in order to provide information to any government agency or official requesting such information, or for any other legitimate business purpose.

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