We recognize your concerns about the privacy of your nonpublic personal information. Because protecting your nonpublic personal information is very important to us, we have adopted the following policy regarding how the information you share with us is used and maintained. This privacy policy applies to current or former clients, customers, consumers and investors of Kovitz Investment Group^®, LLC, Kovitz Securities, LLC, New Millennium Fundamental Hedged Equity, L.P., New Millennium Fundamental Hedged Equity QP, L.P., and Anchor Capital Partners, L.P. (hereafter collectively referred to as the “Kovitz Companies”). The primary reason we collect, use and share nonpublic personal information is to offer financial products or services to you. We will not disclose any of your nonpublic personal information to anyone, except as permitted by law. The Kovitz Companies do not sell or share personal information with non-affiliated companies for the purpose of marketing their products or services to you.

Collection and Use of Personal Information. Nonpublic personal information means that information about you that we collect in connection with providing a financial product or service to you. Nonpublic personal information does not include information that is available from public sources, such as telephone directories or government records. We collect only relevant client and consumer information that we are either allowed or required by law to obtain for conducting our business. We collect nonpublic personal information from the following sources:

• Information we receive from you on account applications or other forms, such as name, address, Social Security number, assets, income and similar information. We use this information to administer your accounts, process transactions requested by you, provide financial products or customer services, evaluate your investment needs, and identify other products and services that may interest you.
  
• Information about your transactions with us, our affiliates or others, such as your account balance, payment history and check-writing activity. This information is used to process transactions that you request and evaluate your financial needs.
  
• If you use internet products and services such as a Kovitz Companies website, we may collect data, such as transaction, site navigation and optional survey information. We use this information to provide financial products and services to you.
  
• Information we receive from a consumer reporting agency, such as credit relationships and credit history, which is used to help us determine your eligibility for products, collect or report debts owed to us, and protect our rights and property.

• We receive your prior written consent
  
• We believe the recipient to be you or your authorized representative
  
• We are required by law to release information to the recipient

• Companies that provide financial services, such as securities clearing firms, IRA trustees, banks, insurance companies, and other securities broker-dealers
  
• Nonfinancial companies, such as companies that perform services on our behalf, like check printers, companies that prepare account statements, and companies that assist us in marketing our services or communicating with you
  
• Others, such as independent contractors or technical-systems consultants who program our software, government agencies and regulators, consumer reporting agencies, and other outside parties as permitted or required by applicable laws