Use of Your Personal Information
Williams+Callan collects and uses your personal information to operate and improve its sites and services. These uses may include providing you with more effective customer service; making the sites or services easier to use by eliminating the need for you to repeatedly enter the same information; performing research and analysis aimed at improving our products, services and technologies.

We also use your personal information to communicate with you. We may send certain mandatory service communications such as welcome letters, billing reminders, information on your account, and firm announcements. We may also occasionally send you product surveys or promotional mailings to inform you of other products or services available from Williams+Callan and its affiliates.

Accessing Your Personal Information
You will have the ability to view or edit certain personal information online. In order to help prevent your personal information from being viewed by others, you will be required to sign in with your credentials (log on name and password).

It is your responsibility to keep your password confidential. Do not share this information with anyone. If you are sharing a computer with anyone you should always log out before leaving a site or service to protect access to your information from subsequent users.
Security of Your Personal Information

Williams+Callan is committed to protecting the security of your personal information. We use a variety of security technologies and procedures to help protect your personal information from unauthorized access, use, or disclosure. For example, we store the personal information you provide on computer systems with limited access, which are located in controlled facilities. When we transmit highly confidential information (such as a credit card number or password) over the Internet, we protect it through the use of encryption.

Sharing of Your Information
We may occasionally hire other companies to provide limited services on our behalf, such as handling the processing and delivery of mailings, providing customer support, hosting websites, processing transactions, or performing statistical analysis of our services. Those service providers will be permitted to obtain only the personal information they need to deliver the service. They are required to maintain the confidentiality of the information and are prohibited from using it for any other purpose. However, for credit card processing, our fraud detection vendors may use aggregate data to help improve their service. This helps them more accurately detect fraudulent uses of credit cards. We may access or disclose information about you, including the content of your communications, in order to: (a) comply with the law or respond to lawful requests or legal process; (b) protect the rights or property of Williams+Callan or our customers, including the enforcement of our agreements or policies governing your use of the services; or (c) act on a good faith belief that such access or disclosure is necessary to protect the personal safety of Williams+Callan employees, customers or the public.

Except as described in this statement, we will not disclose your personal information outside of Williams+Callan and its controlled subsidiaries and affiliates without your consent.

Changes to This Privacy Statement
We will occasionally update this privacy statement to reflect changes in our services and customer feedback. When we post changes to this Statement, we will revise the "last updated" date at the top of this statement. If there are material changes to this statement or in how Williams+Callan will use your personal information, we will notify you either by prominently posting a notice of such changes prior to implementing the change or by directly sending you a notification. We encourage you to periodically review this statement to be informed of how Williams+Callan is protecting your information.

Last Updated March 2010