CCM Advisors LLC

Privacy Statement

Information we collect

In the ordinary course of business, CCM Advisors will collect personal information including Social Security numbers, addresses, transaction information and account numbers.  All financial companies need to share customers’ personal information to run their everyday business.  Federal law gives consumers the right to limit some but not all sharing.

Managing your information with third parties

CCM Advisors maintains safeguards to comply with federal and state standards to guard each client’s nonpublic personal information.  CCM Advisors does not share any nonpublic personal information with any nonaffiliated third parties, except in the following circumstances:

·         As necessary to provide the service that the client has requested or authorized, or to maintain and service the client’s account;

·         As required by regulatory authorities or law enforcement officials who have jurisdiction over CCM Advisors, or as otherwise required by any applicable law; and

·         To the extent reasonably necessary to prevent fraud and unauthorized transactions.

CCM Advisors uses security measures that comply with federal law to protect your personal information from unauthorized access and use.  These measures include computer safeguards and secured files and offices.

Employees are prohibited, either during or after termination of their employment, from disclosing nonpublic personal information to any person or entity outside CCM Advisors, including family members, except under the circumstances described in this notice.

While CCM Advisors does not share information about our individual clients with nonaffiliated third parties for marketing purposes, we may from time to time, as appropriate, share select information on a confidential basis with colleagues within our affiliated companies in order to offer you products and services that can enhance the value you receive from your relationship with CCM Advisors.

Unless you instruct us not to do so, our Privacy Policy permits CCM Advisors to very selectively and confidentially share appropriate information with an affiliated company if we believe there is a resource that may be of interest to you.  We never do this for the purposes of broad-scale marketing from our affiliated companies.

How to opt out

If you would like to opt out of this limited information sharing, you may inform us by:

·         Calling us at 312-444-6200, or

·         Writing to us at CCM Advisors, LLC, 190 S. LaSalle St., Chicago, IL 60603.