McMorgan & Company LLC
Client Privacy Policy

McMorgan & Company, LLC (“McMorgan”) is required to maintain a privacy policy to ensure that nonpublic client/investor data is subject to adequate controls and security. In connection with this regulation you are being provided a copy of our Privacy Policy at the time of initial investment.
McMorgan is also required to redistribute this policy to you no less than annually.

McMorgan collects nonpublic personal information about you consisting of information provided on account applications or other forms and data about transactions in your accounts.

McMorgan may retain vendors to help us serve you (transaction and data processing or mailing services, for example) and we may disclose your information to them in the course of their work for us. We require that they agree in writing to protect your information and limit its use to the business purpose for which we engaged them.

Otherwise, unless required by law, McMorgan never discloses your information unless you specifically request us to do so (to your CPA or attorney, for example) or authorize McMorgan in writing (for your custodian, for example).

If your relationship with McMorgan terminates, we will still adhere to these policies and practices.

Access to your information is restricted to McMorgan employees who need it in order to provide service. McMorgan maintains physical, electronic and procedural safeguards to ensure information security.

Web Site Privacy & Security Statement

McMorgan maintains a website at www.mcmorgan.com. McMorgan does not collect or recognize any information regarding the domain or email address of visitors to this site.

McMorgan uses Necessary and Analytical cookies. You can choose to enable or disable some or all of these cookies but disabling some of them may affect your browsing experience. McMorgan is in compliance with the Children’s Online Privacy Protection Act.

If you email McMorgan through links on this site to request any information or ask a question, you will be contacted by email and will receive only the information you requested. Your identity and contact information will not be shared with any other firm or organization for any purpose.

Please be aware that if you utilize any of the links to other sites provided on this site, the operators of linked sites are not covered by this Statement and McMorgan is not responsible for their privacy and information practices. We do not endorse, control or have responsibility for any linked site or the content, use, products or services made available.

We maintain physical, electronic and procedural safeguards to ensure information security.

If you have any questions regarding McMorgan’s privacy policy we can be reached via email at or by telephone at (415) 616-9305.