Privacy Policy

At Roxbury Capital Management, LLC (“Roxbury), keeping client information secure is a top priority. Roxbury is fully committed to protecting your right to privacy. We maintain high standards to protect your personal information, and we will prudently protect that information. Roxbury will not sell or share your personal information or name.

Collection of Information
Roxbury collects nonpublic personal information about you from the following sources: (1) information you provided to us at the time your account was established, (2) information we receive from your professional advisors such as attorneys and accountants, (3) information from nonaffiliated third parties about the transaction we have ordered for you, your account balances, and account activity, and (4) correspondence between you and Roxbury or between you and your broker or custodian.

Disclosure of Information

Roxbury discloses nonpublic personal information about you or your accounts to any third party only under the following conditions:

1. We receive your prior consent.
2. We believe the recipient to be your authorized representative, including your attorney or accountant.
3. The recipient is a broker, custodian, or other service provider with whom we must share information in order to manage your account properly.
4. We are required by law to disclose information to the recipient.

Roxbury will only use information about you and your accounts to help us better serve your investment and financial needs, to fulfill our regulatory obligations, to suggest other products and services to you, and to administer our business.

We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information and monitor these safeguards, updating them as necessary. We limit access to your personal information to personnel who need such information to provide you with our services and products.

Keeping customer information secure, and using it only as our clients would want us to, is a top priority for Roxbury. We are committed to upholding this policy whether you are a current or former client.