Privacy Policy

Privacy Policy

Last Updated: March 1, 2026

The Stanley-Laman Group, Ltd. and Stanley-Laman Group Securities, LLC (collectively, "SLG," "we," "us," or "our") are committed to protecting the privacy and security of our clients' personal information. This Privacy Policy describes how we collect, use, share, and safeguard your nonpublic personal information in accordance with applicable federal and state laws, including SEC Regulation S-P, the Gramm-Leach-Bliley Act, and applicable state privacy regulations.

Information We Collect
We collect nonpublic personal information about you from the following sources:Information you provide directly to us, including on applications, account forms, and through conversations and correspondence — such as your name, address, email address, phone number, date of birth, Social Security number, financial account numbers, income and employment information, investment experience, risk tolerance, and estate planning objectives.Information about your transactions with us or our affiliates, including account balances, positions, transaction history, payment history, and account activity.Information we receive from third parties, including custodians (such as Charles Schwab), credit reporting agencies, and other financial institutions in connection with servicing your accounts.Information collected through our website, including email addresses and names provided when subscribing to our "Signals and Noise" market commentary or other communications.

How We Use Your Information
We use your personal information to provide and administer our investment advisory and financial planning services, process transactions and maintain your accounts, communicate with you about your accounts, investments, and financial plans, deliver our market commentary and research publications, comply with legal and regulatory obligations, and detect and prevent fraud or unauthorized activity.

Information We Share
We do not sell your personal information. We may share your nonpublic personal information only in the following circumstances:With our affiliates, including Stanley-Laman Group Securities, LLC, as necessary to service your accounts and provide coordinated financial services.With nonaffiliated third parties as required or permitted by law, including custodians, broker-dealers executing transactions on your behalf, auditors, legal counsel, regulatory authorities (including the SEC and FINRA), and service providers who assist us in operating our business — provided such service providers are contractually obligated to protect the confidentiality of your information and to notify us within 72 hours of any security incident involving your data.We do not share your nonpublic personal information with nonaffiliated third parties for their own marketing purposes.

Safeguarding Your Information
We maintain physical, electronic, and procedural safeguards reasonably designed to protect your nonpublic personal information from unauthorized access, use, or disclosure. These safeguards include restricted access to personal information on a need-to-know basis, encryption of sensitive data in transit and at rest, secure storage and disposal of physical and electronic records, regular assessment and monitoring of our information security program, and contractual requirements for service providers who access customer information.

Incident Response and Breach Notification
We maintain a written incident response program reasonably designed to detect, respond to, and recover from unauthorized access to or use of customer information. In the event that we become aware of an incident that has resulted, or is reasonably likely to have resulted, in unauthorized access to or use of your sensitive personal information, we will notify you as soon as practicable and no later than 30 days after becoming aware of the incident. Such notification will include a description of the incident, the types of information involved, and steps you can take to protect yourself.

Your Rights and Choices
You may opt out of receiving our market commentary and promotional communications at any time by using the unsubscribe link included in every email or by contacting us directly.You may request access to, correction of, or deletion of personal information we maintain about you, subject to applicable legal and regulatory record-keeping requirements. Certain information must be retained to comply with SEC, FINRA, and other regulatory obligations.To exercise any of these rights, please contact us using the information below.

Former Clients
If you are a former client, we will continue to treat your nonpublic personal information in accordance with this Privacy Policy and applicable law. We retain records as required by SEC Rule 204-2 and FINRA Rule 4511 for the applicable retention periods.

Website and Digital Information
Our website (stanleylaman.com) may use cookies or similar technologies to improve functionality and user experience. We do not use tracking technologies to collect personal financial information through our website beyond what you voluntarily provide.Our website may contain links to third-party websites (including custodial account access portals). We are not responsible for the privacy practices of those third-party sites and encourage you to review their privacy policies.

Updates to This Policy
We reserve the right to modify this Privacy Policy at any time. We will notify you of material changes by posting an updated version on our website with a revised "Last Updated" date. We encourage you to review this policy periodically.

Contact Us
If you have questions about this Privacy Policy, wish to exercise your rights regarding your personal information, or need to report a suspected data security incident, please contact us:
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The Stanley-Laman Group, Ltd.
1235 Westlakes Drive, Suite 295
Berwyn, PA 19312
Email: info@stanleylaman.com
Phone: 610-993-9100

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