Privacy Policy


This Privacy Notice sets forth the policies of Halyard Asset Management, LLC (“Halyard”), with respect to non-public personal information you provide to Halyard.  These policies apply to individuals and Individual Retirement Accounts (if any) only and may be changed at any time, provided a notice of such change has been given to you.

We believe that protecting the privacy of your non-public personal information (“Personal Information”) is of the utmost importance.  Personal Information is non-public information about you that is personally identifiable and that we obtain in connection with providing a financial product or service to you.  For example, Personal Information includes information regarding your account balance and investment activity.  This notice describes the Personal Information that we collect about you, and our treatment of that information.

We collect Personal Information about you from the following sources:

(i)    Information we receive from you on fund subscription documents and related forms (for example, name, address, Social Security number, birth date, assets, income, and investment experience).

(ii)   Information about your transactions with us, our affiliates, or others (for example, account activity and balances).

  • We do not disclose any Personal Information we collect, as described above, about our customers or former customers to anyone other than in connection with the administration, processing and servicing of customer accounts or to our accountants, attorneys and auditors, or otherwise as permitted by law.
  • We restrict access to Personal Information we collect about you to our Personnel who need to know that information in order to provide products or services to you.  We maintain physical, electronic and procedural controls in keeping with federal standards to safeguard your Personal Information.
  • We reserve the right to change this Notice, and to apply changes to information previously collected, as permitted by law.  We will inform you of any changes as required by law.
  • This web site may use “cookies,” which may automatically collect certain information and data. “Cookies” are small pieces of data sent to your computer browser from Halyard’s web server and stored on your computer’s hard drive. The data identifies you as a unique user and facilitates your ongoing access to and use of this web site. Cookies also help Halyard diagnose problems with Halyard’s server.

Halyard seeks to carefully safeguard your private information. To that end, Halyard maintains physical, electronic and procedural safeguards to protect your nonpublic personal information. If you have any questions or comments about Halyard’s Privacy Policy, please feel free to contact info@halyardmgmt.com.