PRIVACY POLICY NOTICE

Buckhead Capital values the trust you have placed in us. Maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. A recent law requires us (along with banks, brokerage firms, and other financial institutions) to disclose our Privacy Policy to you. We hope that by taking a few moments to review it, you will have a better understanding of what we do with the information you provide and how we keep it private and secure. Please call us if you have any questions or if we can be of any further service.

Types Of Information We Collect and How It Is Used

In order to facilitate the opening of a brokerage account to custody the assets we manage for you, we collect certain personal information either directly from you or, with your authorization, from others. Examples of such information include your date of birth, your social security number, and the name of the financial institution and the account number of the account from which assets will be transferred to the brokerage account.

We may also collect information from you about your personal financial situation. Examples include your current income and expenses, your expected income and expenses in retirement, and your other assets. We use this personal financial information in determining the specific securities for you.

Disclosure Of Non-Public Personal Information

1. We do not disclose non-public personal information about our clients or former clients to anyone, except as required or permitted by law.

2. We may provide information to non-affiliated third parties who provide services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party that prohibits them from disclosing or using the information other than for the purpose for which it was disclosed. (An example of such disclosure would be engaging a records retention agency to store older files in an off-site location.)

How We Protect Personal Non-Public Information

Except as otherwise disclosed in this notice, we do not allow access to non-public personal information about our clients by anyone other than employees of the firm and other parties who must use that information to provide services that you have requested. Their right to further disclose and use your personal information is limited by the policies of our firm, applicable law, and non-disclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.