Privacy Policy

Brookwood collects information about its clients solely for internal business purposes, such as identifying appropriate investment candidates.  Brookwood only collects nonpublic information about our clients from documents and other forms submitted by clients to us.  Brookwood may also have to verify income, identity or asset information about its clients.

Brookwood does not disclose any nonpublic personal information relating to its clients, or former clients, to third parties, except as required by law, to process client transactions or to fulfill legal and/or regulatory requirements.  Brookwood has implemented specific physical, electronic and procedural policies and practices with respect to safeguarding the confidentiality and security of customer nonpublic personal information. Brookwood employees are instructed to protect such information and are required to comply with these established policies and practices.

Brookwood always has considered the privacy of its customers to be of paramount importance and will continue to protect vigorously the confidentiality and security of its customers’ information.