PRIVACY POLICY

Technology advances have created privacy concerns for all of us, as individuals. True North is committed to protecting the privacy of your "nonpublic personal information." In the process of setting up your account, we collect from you private personal information, including your address, telephone and social security numbers, date of birth, certain financial data, and investment objective. We receive this information on documents, through conversations, and in correspondence. We also have information necessary to manage your portfolio, such as your holdings and transaction history, account number and balance, performance, and cost basis.

We do not disclose private personal information about our current or former clients, including their names, except as required by law. We restrict access to your information to those employees who require that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your nonpublic personal information. If you have any questions about our policy, please call us.