Privacy Policy

Union Heritage Capital Management values the trust and confidence you place in us, and we consider your information and the transactions we conduct on your behalf important.

Our policy is to keep your information confidential and safeguarded. We will use this information only to provide investment advisory services to you as outlined in our contract, address your questions or request for additional information, or as required by our regulatory agencies. We will not sell information about your account to anyone. We will not use your specific account information for marketing our firm and/or affiliates without your prior approval.

We have internal control procedures in place to protect the security of your information. The procedures include confidentiality agreements with our employees and our professional service providers (i.e. certified public accounting firm, information systems consultant, etc.), password protected user access to our computer files and secured storage for client files. We maintain physical, electronic and procedural safeguards to ensure our adherence to professional standards.

For questions about our policy, or for additional copies of this notice, please contact us at (313) 963-8824.