Privacy Policy | Loring, Wolcott & Coolidge

What Does Loring, Wolcott & Coolidge Do with Your Personal Information?

Who we are
Who is providing this notice?	Loring, Wolcott & Coolidge Trust, LLC; Loring, Wolcott & Coolidge Office, Inc.; and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

What we do
How does Loring, Wolcott & Coolidge protect my personal information?	To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Loring, Wolcott & Coolidge collect my personal information?	We collect your personal information, for example, when you Open an account or give us your contact information Direct us to buy securities or seek advice about your investments Enter into an investment advisory contract We also collect your personal information from other companies.
Why can't I limit all sharing?	Federal law gives you the right to limit only sharing for affiliates' everyday business purposes - information about your creditworthiness affiliates from using your information to market to you sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing.

Definitions
Affiliates	Companies related by common ownership or control. They can be financial and nonfinancial companies. Our affiliates are Loring, Wolcott & Coolidge Trust, LLC, and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP.
Nonaffiliates	Companies not related by common ownership or control. They can be financial and nonfinancial companies. Loring, Wolcott & Coolidge does not share with non-affiliates so they can market to you.
Joint marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Loring, Wolcott & Coolidge does not jointly market to you with non-affiliated third parties.