Privacy Policy

As your registered investment adviser, Western Financial Corporation takes your privacy very seriously. We want you to understand what information we collect and how we use it.

We collect and use “non-public personal information” from our new account forms to help us determine suitability for certain investments, and to satisfy the requirements of various regulatory agencies that us. We do not disclose “non-public personal information” about you to non-exempt third parties.

In addition, we do not reserve the right to disclose “non-public personal information” to affiliates or non-affiliated third parties, except to non-affiliated third parties as authorized by law. This includes financial institutions where joint marketing agreements are in effect.

We may also collect “non-public personal information” about you from data we receive from non-affiliated third parties, including consumer and industry reporting agencies.

Western Financial Corporation maintains physical and electronic safeguards to protect your non-public information.