Meridian Investment Advisors, Inc. strongly believes in protecting the confidentiality and security of information we collect about individuals. This notice describes the privacy policy followed by Meridian Investment Advisors, Inc. regarding how we treat the information we receive (“Information”) about individuals who apply for or obtain our products or services (“Individuals”); and the third parties with whom we may share this Information.

Information we collect

“Nonpublic Personal Information” is nonpublic information about the Individual that we obtain in connection with providing a financial product or service to the Individual for personal, family, or household purposes.

We collect Nonpublic Personal Information about Individuals from the following sources: Information provided to us directly by an Individual on an application or other form in connection with our products or services. This may include but not be limited to: name, address, social security number, assets, and income.

Information about an Individual’s transactions with us, or others, such as account balance, payment history, and parties to a transaction.

Information disclosure to third parties

We do not disclose any Nonpublic Personal Information about our clients or former clients to anyone, except as permitted by law.

Information we provide to our service providers and joint marketing partners

We may disclose all of the Information we collect, as described above, to nonaffiliated companies that perform marketing services on our behalf, or to other financial institutions with whom we have joint marketing agreements. For example, Information may be disclosed to others to enable them to provide business services for us, such as helping us to evaluate requests for our products or services, performing general administrative activities for us, and assisting us in processing a transaction requested by an Individual.

Disclosure of information about former clients

If an Individual decides to close an account or otherwise become an inactive client, we will continue to follow the privacy practices described in this notice with respect to such Individual.

Protecting confidentiality and security

We treat Information in a confidential manner. Our employees are required to protect the confidentiality of Information. Employees may access Information only when there is an appropriate reason to do so, such as to administer or offer our products and services. Employees are subject to disciplinary rules if they do not comply with our policies.

We also maintain physical, electronic, and procedural safeguards to protect Information; these safeguards comply with all applicable laws. Our commitment to data security involves monitoring new advances in security technology and enhancing our security architecture to ensure that we provide the highest level of privacy and safety available for investment services firms and their clients.

Questions

If you have any questions about our privacy policy, please contact us at 317-573-5257. We appreciate the trust you have shown by choosing us, and we will continue to safeguard any information you provide us.