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Morris Capital Advisors, LLC, (MCA) believes that our clients' personal information is private and the employees of Morris Capital Advisors hold themselves to the highest standards to ensure that clients can trust our commitment to this policy.

MCA limits the collection and use of personal information to that which is necessary to administer our clients' accounts, to provide customer services and/or to fulfill legal and regulatory requirements. Access to this information is limited to those who specifically need it to perform the functions of their job. We collect the nonpublic personal information about out clients from information we receive from you on applications or other forms and from your transactions with us.

MCA does not share personal information about our clients or former clients to any outside 3rd party unless we receive your prior written consent or the consent of your authorized representative and are required by law and/or regulatory procedures.

MCA may disclose nonpublic information about our clients to financial service providers, such as securities broker-dealers maintaining client assets or executing security transactions, or transfer agents authorized to maintain client accounts. MCA, as investment advisor to Morris Capital Advisors, LLC, has access to certain client information through the normal course of business and responsibilities to the funds. MCA does not disseminate that information.

MCA restricts access to nonpublic personal information about you only to those employees who need to know that information to provide products or services to you. We maintain physical and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

MCA does maintain a website but does not make client specific information available on that site. The website does not collect information from visitors to the site and does not place information on the computers of visitors to the site.

Morris Capital Advisors, LLC, will continue to review our efforts to ensure client privacy and make every effort to keep your personal information accurate, current and confidential.

 

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Privacy | Disclaimer | Directions | Contact Us | Morris Capital Advisors, LLC | 15 Chester Commons, Malvern, PA 19355 | toll-free: 800-787-3334 | fax: 610-725-8003