Privacy Policy

Privacy & Opt-In Policy

Standish Capital Management, LLC (“SCM”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Standish Capital Management, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. SCM will provide this privacy statement to all clients annually. We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.

Why We Collect Your Information

We gather information about you so that we can:

● Help design and implement the investment advisory services; and

● Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

● Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.

● Information that we generate to service your financial needs.

● Information that we may receive from third parties with respect to your financial profile.

What Information We Disclose

We will not disclose information regarding you or your account except under the following circumstances:

● We receive your prior written consent; or

● We have documentation that the recipient is your authorized representative; or

● We are required by law to disclose information to the recipient.

SCM uses certain third-party service providers to support its operations, including Google Workspace for secure email and document management. These providers may store limited client personal information (such as names, addresses, and signed agreements) subject to confidentiality and security safeguards.

In the event of a significant business disruption, SCM may disclose limited client information to a pre-designated successor adviser solely for continuity of advisory services, and only with prior client opt-in consent.

Security Policy

Privacy has always been important to SCM. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic and procedural safeguards to protect your confidential personal information.

Opt-In Policy

Non-public personal confidential information is any personal information, not available from public sources, about a client or consumer. It generally includes name, address, age, social security number, assets, income, net-worth, account balances, account numbers, beneficiary information, or investment history that cannot be found in public sources. Our firm would like you to know that SCM may disclose clients’ non-public confidential information to non-affiliated third parties. Our firm will cease disclosing client’s information upon that client’s termination from our firm. Our firm cannot share confidential information to non-affiliated third parties without first obtaining a signed statement in which the person makes an affirmative declaration of permission to disclose such information.

SCM may disclose clients’ non-public confidential information to non-affiliated third parties only with client opt-in consent. Such third parties include secure service providers (e.g., Google Workspace) and, in the event of a business continuity event, a pre-designated successor adviser.

Client Opt-In Acknowledgment

I hereby opt-in to allow SCM to disclose my non-public confidential information to:

● Secure third-party service providers used by SCM for operations (including Google Workspace), and

● A pre-designated successor adviser, solely for continuity of services in the event of a significant business disruption.

_______(Client Initial Here)

Closed or Inactive Accounts

If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you.

Changes to This Privacy Policy

If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please contact us at:

Standish Capital Management, LLC, 31 Standish Rd, Watertown, MA 02472; (716) 348-7609.

Complaint Notification

Please direct complaints to:

Standish Capital Management, LLC, 31 Standish Rd, Watertown, MA 02472; (716) 348-7609.