Privacy Policy

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

• Social security number, birthdate, and address
• Account balances and transaction information including any realized gain / loss tax information
• Restrictions on investments or cash flow needs

When you are no longer our customer, we continue to share your information as described in this notice.

Reasons we can share your personal information

Does SDWMA share?

Can you limit this sharing?

For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

No

For our marketing purposes – to offer our products and services to you

No

N/A - We do not share

For joint marketing with other financial companies

No

N/A - We do not share

For our affiliates’ everyday business purposes – information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes – information about your creditworthiness

No

N/A - We do not share

For our affiliates to market to you

No

N/A - We do not share

For non-affiliates to market to you

No

N/A - We do not share

Who we are

Who is providing this notice?

Schneider Downs Wealth Management Advisors, LP

What we do

How does SDWMA 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.

SDWMA limits access to your information to those employees and service providers who are involved in offering or administering the products or services to you, such as transfer agents, custodians, brokers, reporting services and third party managers selected to manage your accounts. SDWMA trains our employees to respect customer privacy and to recognize the importance of confidentiality. If our relationship ends, we will continue to treat your non-public personal information as confidential and safeguard that information.

How does SDWMA collect my personal information?

We collect your personal information, for example, when you

· Open an account or deposit money

· Complete an Investment Policy Statement or financial questionnaire

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 non-affiliates 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 non-financial companies.

· Schneider Downs & Co., Inc.

· Schneider Downs Corporate Finance, LP

· Schneider Downs Insurance Advisors, LP

Non-affiliates

Joint marketing