Privacy Notice

            Mount Vernon Associates has always been committed to respecting the individual privacy of its clients.  In accordance with Federal legislation we are providing this notice to tell you how we may use information about you or your account, your rights regarding our disclosure of this information to third parties and the actions we take to protect the confidentiality and security of this information.  This letter is for your information only and requires no action on your part, nor does it reflect a change in the way we handle your information.

1.  Mount Vernon Associates obtains non-public customer information from you, such as name, address, e-mail address, tax information number, phone number and custodial information.

2.  Mount Vernon Associates does not disclose, nor intend to disclose, non-public personal information regarding any of its clients, or former clients, to anyone except brokers as necessary for trading.

3. Your Opt-out Right: Mount Vernon Associates does not sell or distribute non-public information.  If at any time in the future we are directed to do this, you will be notified and provided an opportunity to opt out of having this information shared.

4.  All record keeping is located in a secured building.  Mount Vernon does not currently conduct business on a web site, but we do maintain a web site.

5.  Mount Vernon Associates restricts access to your non-public personal information to employees who need to know the information to provide services for you.

6.  You may update personal information by calling us at (410) 377-9780.