Client Privacy Policy

Last Updated On 1-Jan-2024
Effective Date 1-Jan-2024


Decatur Capital Management (“DCM”), its partners and employees, respect and are committed to protecting the privacy of you, our client.  As part of the strategic wealth management process, we gather a large amount of personal information about you and your financial situation.  It is our policy not to disclose any nonpublic personal information about our clients or former clients to unaffiliated third parties; however, in order to facilitate your financial wealth management process, it may be necessary to provide certain specific information to your account custodian(s), estate planning attorney, accountant, or your other advisor(s).  These disclosures may include personal information about you such as your name, social security number, assets and income.  Furthermore, regulatory authorities and law enforcement agencies may periodically review this information in order to determine compliance with securities laws.  If you prefer that we not disclose such information to unaffiliated third parties, you may opt out of those disclosures and direct us to contact you in advance each time we feel it is necessary to disclose personal or financial information to unaffiliated third parties as part of the strategic wealth management process.

 

DCM is committed to protecting your privacy.  We restrict access to client information to ensure that your personal information remains secure and confidential.  We also maintain physical, electronic and procedural safeguards that comply with federal standards to protect your privacy.

 

In order to comply with the requirements of the Gramm-Leach Bliley Act and SEC Regulation S-P, we are providing you with a copy of our policy.

 

If you have questions or concerns about our Client Privacy Policy, please feel free to call Ralph Bryant, CPA at (404) 270-9838.