Eubel Brady & Suttman Asset Management, Inc

Maintaining the confidentiality of your nonpublic personal information is very important to you and to Eubel Brady & Suttman Asset Management, Inc. (EBS).

INFORMATION WE COLLECT

To conduct regular business, we may collect several types of nonpublic personal information about you, including, but not limited to:

  • Information from forms you provide to us in connection with your accounts (such as your name, address, social security number, occupation, financial goals, assets and income);
  • Information about transactions in your accounts that EBS manages or monitors on your behalf (such as purchases, sales and account balances).

 

INFORMATION WE SHARE

EBS shares information to service our client accounts and manage our business. We do not disclose any information about our prospective, current or former clients except as required or permitted by law. Such necessary disclosures may be made to: custodians or brokers to execute trades and process transactions on your behalf; proxy service to vote proxies on your behalf; technicians and consultants as reasonably needed to effectively administer our business and help protect our systems and records; other organizations and individuals upon your request and/or consent (e.g., your attorney or accountant); and as required to comply with a court order, legal process or other judicial or investigative proceeding.

 

INFORMATION SAFEGUARDING

EBS safeguards information about you by maintaining physical, electronic and procedural security measures that we believe are reasonably designed to safeguard confidential client information. Your information remains confidential should our client relationship end.

 

CHANGES TO OUR PRIVACY POLICY

We reserve the right to change our privacy policy in the future, but we will not disclose your nonpublic personal information to persons other than service providers (except as may be required by law) without giving you an opportunity to instruct us otherwise.

 

QUESTIONS?

For questions about our privacy policy, or for additional copies of this notice, please contact Terri L. King at (937) 291-1223 or terri@ebs-asset.com.