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PRIVACY NOTIFICATION AND COOKIES POLICY
10/2023

McElhenny Sheffield Capital Management, LLC (“McElhenny Sheffield”, “ours”, “us” or “we”), any website, application, or service which references this Privacy Notice. This Privacy Notice may be relevant to you even if you are not a customer of ours, and have never used a website, application or service of ours. We could have your personal information because we have received it from a user of a website, application or service of ours.

Why We Collect Your Information

We gather information about you and your accounts and any other party whose details you provide us so that we can (i) know who you are and thereby prevent unauthorized access to your information, (ii) design and improve the products and services we offer, and (iii) comply with the laws and regulations that govern us.

What Information We Collect

We generally collect the following types of ‘nonpublic personal information’ about you:

  • Information about your identity, such as your name, address, and social security number.
  • Information about your transactions with us.
  • Information we receive from you on applications, such as your beneficiaries or income.
  • Our website use cookies, tracking pixels and related technologies to collect technical information, such as IP address, browser used to view the website, operating system, resolution of screen, location, language settings in browser, the site directing to our site, keywords searched, the number of page views, etc.

Where We Obtain Your Information

We collect nonpublic personal information about McElhenny Sheffield clients from the following sources:

  • Information we receive from you on applications or other forms.
  • Information about your transactions with us, our affiliates, or others.
  • If you visit our web site, information we collect via a web server, often referred to as a“cookie.” Cookies indicate where a site visitor has been online, and what has been viewed.
  • At times, we use information we gather to deliver targeted advertising, marketing or information to you which we believe to be useful, based on your use of the website, applications or services or any other information we have about you.
  • We gather statistical information about the operating system and environment from which you access our applications or services.
  • We obtain information relating to any technical errors or other issues with our website, applications, and services.
  • We don't use cookies to store or transmit any personally identifiable information.

What Information We Disclose

We do not disclose the nonpublic personal information we collect about our clients and prospective clients to anyone except:

  • In furtherance of the business relationship which we conduct on a client’s behalf, and then only to those persons necessary to effect the transactions and provide the services that a client authorizes.
  • To persons assessing our compliance with industry standards (e.g., professional regulatory and licensing authorities and professionals).
  • Our attorneys, accountants, and auditors (to the extent necessary).

We do not permit clients to opt out of these limited sharing scenarios. 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). Any third party that is in receipt of nonpublic personal information is prohibited to use or share the information for any other purpose.

We only use information about you and your account to help us better serve your investment needs or to suggest services or educational materials that might be of interest to you.

In order to opt out of our use of cookies, you can either(i) avoid using our website altogether, (ii) visit http://optout.networkadvertising.org to opt out of interest-based advertising delivered to your device via HTTP cookies only, or (iii) refuse or delete cookies using their own browsers or mobile devices. If you decide at some point to terminate our services, we will continue to adhere to our privacy policy, as is amended from time to time. We do not sell client personal information to anyone.

Confidentiality and Security

We will keep your information secure by taking appropriate technical and organizational measures against its unauthorized or unlawful processing and against its accidental loss, destruction or damage. We will do our best to protect your personal information but we cannot guarantee the security of your information which is transmitted to our website, applications or services or to other website, applications and services via an internet or similar connection. If we have given you, or you have chosen a password to access certain areas of our websites, applications or services please keep this password safe as we will not share this password with anyone.

Cookies help you to get the most out of the websites that make use of this technology. Disabling cookies could affect the functionality of many of the websites you visit. If you do disable cookies, performance and functionality will be affected.

We will continue to conduct our business in a manner that conforms with our pledge to you, your expectations, and all applicable laws. If you believe your account has been compromised, please contact us at (214) 922-9200.

Changes to Privacy Policy

We update our Privacy Policies and Cookies Policy from time to time. However, we will not reduce your rights under our Privacy Policies and Cookies Policy. We will always update our Privacy Policies and Cookies Policy on our website, so please try to read it when you visit the website.