Privacy Policy

To our valued clients:

McCarthy Group Advisors, L.L.C.'s primary goal is to always put our clients' best interests first, and protecting your privacy is of the highest importance. To conduct regular business, we may collect non-public personal information from sources such as:

•Information reported by you on applications or other forms you provide to us
•Information about your transactions with us, our affiliates or others

As the Firm shares non-public information solely to service our client accounts, we do not disclose any non-public personal information about our clients (or former clients) to anyone except as permitted by law.

At times, we may disclose nonpublic personal information to affiliated or nonaffiliated third parties. We may share any of the information that we collect as described above. We may disclose nonpublic personal information about you to the following types of affiliated or nonaffiliated third parties:

•Financial service providers such as broker/dealers and custodians

Information Safeguarding

McCarthy Group Advisors, L.L.C. will internally safeguard your nonpublic personal information by restricting access to only those employees who provide our 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 non-public personal information.

Past performance does not guarantee future results.