Cornerstone Privacy Pledge

At Cornerstone Investment Management and Consulting, we serve our clients using very sensitive and personal information, which we request solely to assist us in the management of client accounts. Protecting your privacy is important to us, and we want you to understand why we collect the information that we do. We gather details about you and your accounts so that we can best address your needs as an investor and also comply with the laws and regulations that govern our industry. When seeking information for the management of a client's account, the over-riding question we ask is

"Does the information requested provide valuable insight for serving our client?"

The answers you provide are for our use and will not be shared with anyone outside of Cornerstone, except as required by State and Federal Securities laws since our books and records are subject to examination by regulatory authorities at any time. We pledge to you that we only use your information for the purposes of making prudent investment decisions and recommendations for your account. We maintain physical, electronic, and procedural safeguards to protect your privacy. Also, we will continue to adhere to the privacy policies and practices described in this notice even after your account is closed or becomes inactive.

Each employee of the firm is bound to our privacy pledge, signing it with the understanding that the details we collect and review are very personal. You have our promise that the members of this firm understand the bond of confidentiality with which you have entrusted us and will guard your information very carefully.

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