Privacy Statement

Customer Privacy The Securities and Exchange Commission has adopted enhanced customer privacy rules regarding the security and sharing of nonpublic personal, and account information of clients. These rules were primarily directed at banks and insurance companies, but apply to all financial institutions. As a part of these new regulations we are required to issue a "Customer Privacy Notice" upon the opening of a new account, and on an annual basis thereafter discussing information collected from our clients, and our procedures on how to best protect that information.

Information Collected: We collect nonpublic personal information about you including your name, address, social security number, employment, age, marital status, income, net worth, security transactions, interest and dividend payments, money movements, and associated tax reporting information for transactions performed through Anderson & Strudwick. We collect this information through account applications and associated forms, transactions in your account, connections with our web site, e-mail communications, and other correspondence.

Safeguarding Your Information: We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Shared Information: We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. Anderson & Strudwick utilizes the trade clearing and custody services of Pershing, LLC. Pershing is responsible for issuing it's own privacy statement to be supplied to each customer in addition to this disclosure.