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Privacy Policy 

CWC Advisors LLC 

Privacy Policy 

About Our Privacy Policy

Protecting your privacy is always important to CWC Advisors.  We want you to understand what information we may gather and how we may share it.  This privacy policy explains the CWC Advisors collection, use, retention and security of information about you.

How We Gather Information 

As part of providing you with financial products or services, we may obtain information about you from the following sources:


- Applications, forms and other information that you provide to us, whether in writing, in person, by telephone, electronically or by any other means.  This information may include your name, address balances and account usage.


- Your transactions with us, our affiliations or others.  This information may include your account balances and account usage.

Sharing Information 

We are required to or we may provide information about you to third parties without your written consent, as permitted by law, such as:


To respond to a subpoena or court order, judicial process or regulatory authorities. To protect against fraud.


In addition, we may provide information about you to our service providers, including all custodians that we may use, to help us process your applications or service your accounts.  Our service providers may also include transfer agents, fund administrators or attorneys or other professionals.

Our Former Customers 


Even if you are no longer a CWC Advisors customer, our privacy will continue to apply to you.

Our Security Practices and Information Accuracy 

We also take steps to safeguard customer information.  We restrict access to the personal and account information of our customers to those employees who need to know that information in the course of their job responsibilities.  We maintain  physical, electronic, and procedural safeguards that comply with federal standards to protect customer information.


We also have internal controls to keep customer information as accurate and complete as we can.  If you believe that any information about you is not accurate, please let us know.


Other Information 

The privacy policy applies to products or services provided to individuals by CWC Advisors, LLC.  We reserve the right to change this Privacy Policy, and any of the policies described above at any time.  The examples contained within this Privacy Policy, and any of the policies described above, at any time.  The examples contained within the Privacy Policy are illustrations; they are not intended to be exclusive. 

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