How and Why We Obtain Personal Information
Private Asset Management, Inc. uses personal information collected about you to provide you with the superior service you have come to expect from us.  Private Asset Management, Inc. may collect nonpublic personal information about you from any of the following sources:

• From you on applications or forms (for example, name, address, Social Security number, birth date, assets, and income)
• From transactional activity in your account (for example, trading history and balances)
• From statements provided by you of other financial accounts
• From other sources with your consent (for example, your attorney, CPA or other professional)

How We Protect Your Information
Private Asset Management, Inc. has always considered the protection of sensitive information to be a sound business practice and a foundation of client trust. We employ extensive information protection controls in keeping with industry standards and practices, and we regularly adapt these physical, electronic, and procedural controls to respond to changing requirements and advances in technology.

Within Private Asset Management, Inc., we restrict access to information to those who require that access in order to provide services to you. We may share the personal information that we collect with the following entities:

• Affiliates, including affiliated service providers (for example, your custodian)
• Unaffiliated service providers (for example, fulfillment companies and securities clearinghouses)
• Government agencies and law enforcement officials (for example, for tax reporting or under court order)
• Other organizations, with your consent or as directed by you (for example, if you use Private Asset Management, Inc. as a financial reference in applying for credit with another institution)