Facts WHAT DOES ADVISER WGAM (“WGAM”) DO WITH YOUR PERSONAL INFORMATION?
WHY? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT? The types of personal information we collect and share depend on the product or service you have with us. This information can include:
  • Social security number
  • Income
  • Assets
  • Risk tolerance
  • Wire transfer instructions
  • Transaction history
  • Physical Address
  • E-mail address
  • Phone number
When you are no longer our customer, we continue to share information about you as described in this notice.
HOW? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons WGAM chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does WGAM Share? Can you limit this sharing?
For our everyday business purposes - such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations.  Yes No
For our marketing purposes - to offer our products and services to you No We Don't Share
For joint marketing with other financial companies No We Don't Share
For our affiliates' everyday business purposes - information about your transactions and experiences Yes No
For our affiliates' everyday business purposes
information about your creditworthiness
No We Don't Share
For nonaffiliates to market to you No We Don't Share
Who we are
Who is providing this notice Wilkinson Global Asset Management LLC.
What we do
How does WGAM protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does WGAM collect my personal information?
  • Enter into an investment advisory contract
  • Seek financial advice
  • Make deposits or withdrawals from your account
  • Tell us about your investment or retirement portfolio
  • Give us your employment history
Why can't I limit all sharing? Federal law gives you the right to limit only
  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you 
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.
  • WGAM has no affiliates
Non-affiliates Companies not related by common ownership or control. They can be financial and non-financial companies.
  • WGAM does not share with non-affiliates so they can market to you
Joint Marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
  • WGAM does not jointly market.
Questions? Call Charles Wilkinson, Chief Compliance Officer at: 646-751-5505


Privacy Policy Addendum

This Privacy Policy Addendum describes how your personal information is collected, used, and shared when you visit the public areas on our website: www.wilkinsongam.com.  Wilkinson Global Asset Management LLC does not monitor or collect any personally identifiable information from visitors to our site, though visitors to the site are able to provide such information voluntarily.

We collect Device/PC information using Cookies (data files that are placed on your device or computer and often include an anonymous unique identifier), Log files (track actions occurring on the Site, and collect data including your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps) and Web beacons (electronic files used to record information about how you browse the Site).  We use this Information that we collect to help us screen for potential risk and fraud, and more generally to improve and optimize our Site.  When you visit the public areas on our Site, we automatically collect this information.

If a visitor voluntarily provides personal information via our website, such as an email address, phone number or other personally identifiable information when inquiring about our services, Wilkinson Global Asset Management LLC does not share the visitors’ personal information with unaffiliated third parties, except as required by law. Wilkinson Global Asset Management LLC uses that personal information solely to provide the information requested.