Privacy Notice


When you use Maryland Capital Management (MCM) as your investment advisor, you entrust us not only with your assets but also with your personal and financial data. We consider your data to be private and confidential, and we hold ourselves to the highest standards of trust and fiduciary duty in their safekeeping and use.

In order to provide you with individualized service, we collect certain nonpublic personal information about you from information that you provide on applications or other forms (such as
your address and social security number), and information about your account transactions with us (such as purchases, sales and account balances).

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. Specifically, so that we may continue to offer you services that best meet your investing needs, and to effect transactions that you authorize, we may disclose nonpublic personal information about you to third parties (such as transfer agents and custodians) to assist us in servicing your account with us. We require these outside firms and agents to protect the confidentiality of your information and to use it only for the purpose for which the disclosure
was made.

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products and services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards and regulations to guard your personal account information.

If you decide at some point either to close your account(s) or to become an inactive customer, we will continue to adhere to the privacy policies and practices described in this notice.