Stratton Mutual
Funds and Stratton Management Co. respect your right to privacy. We do
not sell your personal information to anyone. In order to provide you
with additional information about our Funds, to open an account for you,
or to process a transaction, we collect information about you from your
account application and other forms that you may deliver to us.
We do not disclose any nonpublic personal information about you or our
former customers to anyone, except as permitted by law.
We restrict access to your nonpublic personal and account information
to appropriate employees for the purpose of providing products and services
to you. We maintain physical, electronic and procedural safeguards that
comply with federal standards to guard your nonpublic personal information.
We adhere to a paper shredding policy in our office, and our employees
are trained to destroy nonpublic, personal information no longer needed
for retention in our files. This includes destruction of historic client
files kept longer than the SEC-mandated five year retention period of
all clients, current and closed. These historic files are kept in an
offsite storage facility and we periodically instruct the facility to
destroy boxes of data once reviewed for compliance purposes.
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