Alamo Asset Advisors of San Antonio Texas

We at Alamo Asset Advisors, LLC. respect your financial privacy. We recognize that you have provided us with private personal financial information, and want you to know our policy regarding that information.

We collect your personal financial information from the following sources:

Information you have given us

Such as investment advisory agreements, brokerage account applications, and other documents you completed while opening and maintaining your accounts with us.

Information you have given us orally

Information we receive from third parties

Such as brokerage firms, outside managers and banks about your transactions with us or with others.

We do not disclose any nonpublic personal financial information about you to anyone, except in the following circumstances:

When we are required to execute transactions for your account or otherwise to provide services you request.

When you have specifically authorized and directed us to do so, and

When required by law.

Such as when our books and records are examined by federal or state regulators.

We prohibit an employee from providing client information over the telephone or in response to an e-mail message unless the employee has identified the other person as the client, a fiduciary representative of the client, an authorized agent of the client or a party that needs the information to complete a transaction for the client (such as broker-dealers, custodians or administrative service providers).

We maintain physical, electronic and procedural safeguards within the firm’s offices to protect your privacy.

*E&C Private Wealth Management is a Registered Investment Advisor. The primary name under which we conduct business is Alamo Asset Advisors.

Alamo Asset Advisors are independent of and securities offered through WFG Investments, Inc. Member FINRA & SIPC. Alamo Asset Advisors of San Antonio Texas, Investment management, Capital management, Fund management, Financial advice, Financial consultant, Stock broker, Financial planner, Money manager, Wealth management, Retirement planning, Annuities, Variable annuity, financial advisor, 401(k). 16500 San Pedro Suite 410, San Antonio, Texas 78232, 210 930-9000.