Privacy Policy.

Wilson & Boucher Capital Management, LLC Privacy Policy

As you may be aware, federal privacy laws require that we explain to you how we handle “non-public personal information.” This is information that in the course of our relationship with you, we receive or develop about you. It includes (1) information you provide to us orally or on applications or other forms, and (2) information we develop about you in the course of providing our services to you, such as the amount and type of your assets that we manage and transactions we place on your behalf.

As a general rule, we do not disclose this private information to others. As you might imagine, however, we rely on certain third parties for services that are necessary to enable us to provide our investment services to you. These may include our attorneys, auditors, prime brokers, and custodians who, in the ordinary course of providing their services to us, may require access to information containing your non-public personal information. With your consent, we may disclose your non-public personal information to others (such as your accountant, attorney, etc.). In addition, we may disclose your non-public personal information without your consent where required by law or judicial process (such as a court order), to regulators reviewing our business, or otherwise to the extent permitted under the federal privacy laws.

We also restrict access to your non-public personal information among our own personnel. Only those who need the information in order to help us provide services to you have access. It is our policy that, where we are not comfortable a service provider is already bound by duties of confidentiality (e.g., attorneys and auditors), we will require contractual assurances that they will maintain the confidentiality of any of your information they obtain. We also maintain physical and electronic safeguards to protect your non-public personal information. Old client records, including those of former clients, are disposed of by shredding.

If you have any questions about our practices with respect to your non-public personal information, you may contact us by e-mail, telephone or mail at the following:

Mr. James B. Boucher
Wilson & Boucher Capital Management, LLC
1480 Moraga Road #C351
Moraga, CA 94556
1-800-381-8610
jim@wilsonboucher.com