This Privacy Notice is provided by NCAM Wealth Advisors, Inc. and its affiliated entities as listed in the Appendix (referred to as "NCAM," "our," "us," or "we"). It is addressed to current clients, investors, and prospective clients or investors ("you" or "your") whose personal information NCAM collects and controls for conducting its business.

Sources and Categories of Personal Information We Collect

When establishing a relationship with us, you provide personal and financial information to assess your financial objectives. Throughout our relationship, we may collect personal information, directly or indirectly identifying you, from sources such as accountants, legal counsel, financial advisers, and others.

The types of personal information collected depend on your product or service and can include name, contact details, date of birth, social security number, government identification, marital status, email address, employment, and banking information.

How Your Personal Information Is Used

We use your personal information solely for providing investment services. This includes:

  • Monitoring, auditing, evaluating, and administering our products and services.
  • Conducting business processing functions, which may involve sharing information with related bodies corporate, contractors, service providers, or third parties.
  • Assisting with administrative, marketing, planning, product development, quality control, research, and client communication.
  • Conducting investigations and complying with legal requirements, industry standards, contractual obligations, policies, and terms.
  • Protecting against identity theft, preventing fraud, and performing data analyses.

We also use personal information to comply with legal requirements, fulfill contractual obligations, and pursue legitimate interests.

Disclosure of Your Personal Information to Third Parties

NCAM restricts access to client information to authorized employees and entities necessary for providing services. Information may be disclosed to non-affiliated third parties, as authorized by the client or required by judicial or regulatory processes, or as permitted by applicable privacy regulations.

Individual Rights

You have the right to:

  • Have your personal information corrected.
  • Opt-out of receiving marketing communications.
  • File a complaint with the Data Protection Authority.

Is Your Personal Information Secure?

NCAM continually updates and improves security measures to prevent unauthorized access. We maintain physical, electronic, and procedural safeguards to protect clients' personal information.

Retention and Processing of Personal Information

We retain your personal information as necessary, complying with applicable laws and regulations.

Data Transfers

If transferring personal information to countries with different data protection laws, we ensure protection as described in this Notice.

Data Controller

The data controller for this Notice is NCAM, located at the address below.

Our Commitment

We are committed to maintaining the confidentiality, integrity, and security of your personal information.

Changes to this Notice

We may update this Notice, with material changes communicated to NCAM clients and investors promptly.

Whom can you contact at NCAM?

If you have any questions regarding this Notice or would like to exercise your rights, you may contact our Chief Compliance Officer, Brandon Bucheister, using the information below:

NCAM Wealth Advisors

9051 Conde Lane

Windsor, CA 95492

Brandon@ncamwealth.com

(707) 837 – 9500

Appendix

The following entity is also covered under this Notice:

North Coast Asset Management, Inc.