PRIVACY POLICY

DisclosuresWe at Ceera Investments, LLC respect your financial privacy. We recognize that you have provided us with private personal financial information, and want you to know our policy regarding that information.

We collect your personal financial information from the following sources:

We do not disclose any nonpublic personal financial information about you–as current, former, or prospective clients–to anyone, except under the following circumstances:

We prohibit an employee from providing client information over the telephone or in response to an e-mail message unless the employee has identified the other person as the client, a fiduciary representative of the client, an authorized agent of the client or a party that needs the information to complete a transaction for the client (such as broker-dealers, custodians or administrative service providers).

We maintain physical, electronic and procedural safeguards within the firm’s offices to protect your privacy.