Davis Advisors Privacy Statement

Davis Selected Advisers, LP is Committed to Protecting Your Privacy.

We respect every individual’s right to privacy. We understand the importance you place on the privacy and security of information that personally identifies you or your account information.

Why and How We Collect Personal Information.

We collect personal information about you for the purpose of providing investment advisory services to you, evaluating your financial needs, processing your requests and transactions and providing customer service. The personal information we collect about you may include:

  • Information we receive from you to open an account or provide investment advice to you, such as your home address, telephone number and financial information;
  • Information that we generate to service your account, such as account statements; and
  • Information that we may receive from third parties with respect to your account, such as trade confirmations with brokerage firms.
  • Identifiable information, stored in the form of cookies in your computer, relating to your access and use of any of our websites. 

We Protect the Confidentiality of Your Personal Information in the Following Manner:

We do not sell personal information to anyone.

We disclose personal information only as required by law or with your permission.

We disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required under law, to cooperate with regulators or law enforcement authorities, or to protect our rights or property.

We use personal information in ways that are compatible with the purposes for which we originally requested it. For example, we will use the information you give us to process your requests and transactions or to evaluate your financial needs. To do so, we may share personal information with an agent or affiliate.

We limit the collection and use of personal information to what is necessary to administer our business and to deliver services to you. This may include advising you about our products or services.

When We Share Your Personal Information With Our Affiliates.

In order for us to provide investment advisory services to you, we may disclose your personal information in very limited instances which include:

  • Disclosures to companies as permitted by law, including those necessary to service your account, such as providing account information to brokers and custodians;
  • Disclosures to companies that perform services on our behalf, such as mailing your account statement to you.

How We Protect Your Personal Information That We Share With Our Affiliates.

When we share personal information with an agent or affiliate, we protect that personal information with a strict confidentiality agreement. Companies that we hire to provide support services or act as our agent must conform to our privacy standards.

Our internal policies prohibit employees who have access to our customer’s personal information from using or disclosing the information except for business use. All employees are required to sign a confidentiality agreement that requires them to protect your personal information.

On occasion we may request that a company that is not affiliated with Davis Selected Advisers, L.P. distribute your account statement, a newsletter or other marketing material. In all cases your personal information is protected by a strict confidentiality agreement. We do not allow any non-affiliated companies to retain your personal information longer than necessary to provide the product, service or information.

Updating Your Personal Information

We will give you reasonable access to the information we have about you. Most of this information is contained in account statements that you receive and applications that you submit to obtain our products and services. The accuracy of your personal information is important. We encourage you to review this information and notify us if you believe any information should be updated or corrected.