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Consilium, LLC
Privacy Policy

Effective: September 6, 2022

Our Commitment to You  

Consilium, LLC (“Consilium”) is committed to safeguarding the use of your personal information that we have as  your Investment Advisor. Consilium (referred to as "we", "our" and "us" throughout this notice) protect the security  and confidentiality of the personal information we have and make efforts to ensure that such information is used for  proper business purposes in connection with the management or servicing of your account. Our relationship with you  is our most important asset. We understand that you have entrusted us with your private information, and we do  everything we can to maintain that trust.  

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We do not sell your nonpublic personal information to anyone. Nor does Consilium provide such information to others  except for discrete and proper business purposes in connection with the servicing and management of your account as  discussed below. 

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Details of our approach to privacy and how your personal nonpublic information is collected and used are set forth in  this privacy policy.  

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The Information We Collect About You  

You typically provide personal information when you complete the paperwork required to become our Client. This  information may include your:  

• Name and address • Assets  

• E-mail address • Income  

• Phone number • Account balance  

• Social security or taxpayer identification number • Investment activity 

 • Accounts at other institutions 

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In addition, we may collect nonpublic information about you from the following sources:  

ξ Information we receive on Brokerage Agreements, Managed Account Agreements and other  Subscription and Account Opening Documents;  

ξ Information we receive in the course of establishing a customer relationship including, but not limited  to, applications, forms, and questionnaires;  

ξ Information about your transactions with us or others  

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Information about You That Consilium Shares  

Consilium works to provide products and services that benefit our customers. We may share nonpublic personal  information with non-affiliated third parties (such as brokers and custodians) as necessary for us to provide agreed  services and products to you consistent with applicable law. We may also disclose nonpublic personal information to  other financial institutions with whom we have joint business arrangements for proper business purposes in connection  with the management or servicing of your account. In addition, your nonpublic personal information may also be  disclosed to you, persons we believe to be your authorized agent or representative, regulators in order to satisfy  Consilium’s regulatory obligations, and is otherwise required or permitted by law. Lastly, we may disclose your  nonpublic personal information to companies we hire to help administrate our business. Companies we hire to provide  services of this kind are not allowed to use your personal information for their own purposes and are contractually  obligated to maintain strict confidentiality. We limit their use of your personal information to the performance of the  specific service we have requested. 

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To repeat, we do not sell your nonpublic personal information to anyone. 

Consilium, LLC Compliance Manual -38- Effective: 09/06/22    

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Information about Former Investors  

Consilium does not disclose, and does not intend to disclose, nonpublic personal information to non-affiliated third  parties with respect to persons who are no longer our clients.  

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Confidentiality and Security  

Our employees are advised about the firm's need to respect the confidentiality of our customers' nonpublic personal information. Additionally, we maintain physical, procedural and electronic safeguards in an effort to protect the  information from access by unauthorized parties.  

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We'll keep you Informed  

We will send you notice of our privacy policy annually for as long as you maintain an ongoing relationship with us.  Periodically we may revise our privacy policy, and will provide you with a revised policy if the changes materially  alter the previous privacy policy. We will not, however, revise our privacy policy to permit the sharing of nonpublic  personal information other than as described in this notice unless we first notify you and provide you with an  opportunity to prevent the information sharing. You may obtain a copy of our current privacy policy by contacting us  at (303) 956-7074. 

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