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Our Privacy Policy



Our mission at GMS is to provide personalized investment services to our customers. GMS places the client first by providing superior service, conducting our business in accordance with all governing laws and by using the best practices of our industry.

As part of our overall commitment to our clients, GMS maintains policies and procedures which place the highest regard on protecting the private financial and personal information of each and every one of our clients.

GMS does not disclose any non-public personal information about our customers or former customers to anyone unless required to do so by a self-regulatory, state or federal governmental agency having jurisdiction over the activities and affairs of GMS, or when it is necessary to do so as part of the normal course of conduct of its securities business.

This includes information which GMS is permitted to disclose, such as information it receives from you on applications and other forms, about transactions with GMS, our affiliates or others, or information received from a consumer reporting agency.

We restrict access to non-public personal information about you to those employees and agents who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards to prevent unintended disclosure of your non-public personal information.

Should you have any questions regarding GMS’ Privacy Policy, please contact your Account Executive.
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GMS institutional clients include: