To Clients of Cheviot Value Management, LLC
We understand that information that personally identifies you is important to you and we are committed to maintaining the confidentiality, integrity and security of your personal information. Cheviot Value Management does not disclose nonpublic personal information about our clients (or former clients) to third parties except as described below.
In the course of providing advisory services to you, we collect certain nonpublic information about you (such as your social security number, birth date, and personal financial information) from our discussions with you and from documents that you may present to us. We may use this information to assist you in opening an account to process a transaction for your account, or otherwise in furtherance of our business. In order to service your account and effect your transactions, we may provide your personal information to firms that assist us in servicing your account and have a need for such information, such as a broker. We may also disclose such information to service providers that agree to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. We do not otherwise provide nonpublic personal information about you to outside firms, organizations, or individuals except to our attorneys, accountants and auditors and as permitted by law.
Your privacy is important to us. We restrict access to nonpublic personal information about you to our employees who need to know that information to provide products or services to you and we require those employees to adhere to strict confidentiality standards designed to protect your personal information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your personal information.