/files/1762/Privacy%20Policy%20Notice%20%2D%202018.pdfPRIVACY POLICY NOTICE – THE ASSET CONSULTING GROUP, INC.

The Asset Consulting Group, Inc. (“ACG”) adopted this policy with recognition that protecting the privacy

and security of the nonpublic personal information we obtain about our clients is an important responsibility.

We also know that you expect us to service you in an accurate and efficient manner. To do so, we must

collect and maintain certain nonpublic personal information about you. We want you to know what

information we collect and how we use and safeguard that information.

WHAT INFORMATION WE COLLECT

We collect certain nonpublic personal information about you (such as your name, address, social security

number, etc.) that you provide on applications or other forms as well as communications (electronic,

telephone, written or in person) with you or your authorized representatives (such as your attorney,

accountant, etc.). We also collect information about your brokerage accounts and transactions (such as

purchases, s a l e s , account balances, inquiries, etc.).

WHAT INFORMATION WE DISCLOSE

ACG does not disclose the nonpublic personal information we collect about our clients to anyone except:

(1) in furtherance of our business relationship with clients, and then only to those persons necessary to

effect the transactions and provide the services that clients authorize (such as broker-dealers, custodians,

independent managers etc.); (2) to persons assessing our compliance with industry standards (e.g.,

professional licensing authorities, etc.); (3) our attorneys, accountants, and auditors; or (4) as otherwise

provided by law.

We are permitted by law to disclose the nonpublic personal information about you to governmental

agencies and other third parties in certain circumstances (such as third parties that perform administrative

services on our behalf). These third parties are prohibited to use or share the information for any other

purpose. I f y o u decide to either terminate our services or become an inactive client, we will continue

to adhere to our Privacy Policy, as may be amended from time to time.

SECURITY OF YOUR INFORMATION

We restrict access to your nonpublic personal information to those employees who need to know that

information t o service y o u r account. We maintain physical, electronic and procedural safeguards that

comply with applicable federal or state standards to protect your nonpublic personal information.

CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU

Our policy about obtaining and disclosing information may change from time to time. We will provide you

notice of any material change to this policy before we implement the change.

OPTING OUT

Clients cannot opt out of allowing The Asset Consulting Group, Inc. to share their nonpublic personal

information with non-affiliated third parties which are necessary to service their accounts.

REQUESTS FOR INFORMATION

For a copy of our Privacy Policy, please contact the Chief Compliance Officer either in writing at 410 S. Orchard

Street, Suite 112, Boise, ID 83705 or by phone at 208-333-9922.