Privacy Policy

Congress has enacted laws that require financial institutions to disclose if they sell or share your information, and if so, provide you the opportunity not disclose your information to third parties. In addition, an institution must disclose its practices to a client before establishing a relationship and annually thereafter. As an Investment Advisory client of McFarland Associates, you can be assured that we do not disclose any information about our clients or former clients to unaffiliated third parties unless:

1. It is necessary to fulfill a transaction or service request related to your account(s);
2. We are required to do so by a regulator, a court of competent jurisdiction or applicable law;
3. By customer request.

As this is our practice, we are not required to have "Opt-out" provisions or methods per the exemptive relief provided under section 248.13 of the Gramm-Leach-Bliley Act.

Should you have any questions about these policies, please do not hesitate to contact us.