Privacy Policy

To our valued clients:

McCarthy Group Advisors, L.L.C. is committed to protecting your privacy. We understand the importance you place on the privacy and security of information that personally identifies you or your account information.

We collect personal information about you for the purpose of providing investment advisory services to you, evaluating your financial needs, processing your requests and transactions and providing customer service. The personal information we collect about you includes:

• Information we receive from you to open an account or provide investment advice to you, such as your home address, telephone number and financial information;
• Information that we generate to service your account, such as account statements; and
• Information that we may receive from third parties with respect to your account, such as trade confirmations with brokerage firms.

We protect the confidentiality of your personal information in the following manner:

• We do not sell personal information to anyone.
• We disclose personal information only as required by law or with your permission.
• We use personal information in ways that are compatible with the purposes for which we originally requested it. For example, we will use the information you give us to process your requests and transactions or to evaluate your financial needs. To do so, we may share personal information with a financial service provider such as a broker-dealer or custodian.
• We limit the collection and use of personal information to what is necessary to administer our business and to deliver services to you. This may include advising you about our products or services.

In order for us to provide investment advisory services to you, we do disclose your personal information in very limited instances which include:

• Disclosures to companies as permitted by law, including those necessary to service your account, such as providing account information to brokers and custodians.

Our internal policies prohibit employees who have access to our clients' personal information from using or disclosing the information except for business use. All employees are required to sign a confidentiality agreement that requires them to protect your personal information.

We will give you reasonable access to the information we have about you. Most of this information is contained in reports and statements that you receive and information that you provided at the time our client relationship began. The accuracy of your personal information is important. We encourage you to review this information and notify your advisor if you believe any information should be updated or corrected.

Information Safeguarding

McCarthy Group Advisors, L.L.C. will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.

Past performance does not guarantee future results.