Bullfinch Funds is a family of no-load mutual funds based in Mendon, NY, offering U.S.-registered investment funds to eligible individuals. Their Prospectus provides comprehensive information on management fees and expenses, emphasizing the importance of reading it before investing. The company is committed to respecting customer privacy and protecting personal and financial data, implementing security standards and processes to limit access to customer information.
With a strong adherence to confidentiality standards and ethics practices, Bullfinch Funds ensures the highest level of client confidentiality, as stated in their Code of Ethics. They do not disclose nonpublic personal information to anyone except as required by law or to entities assisting in servicing customer accounts, who are also bound by privacy policies. The company's dedication to managing assets and respecting privacy makes them a reliable choice for investment needs.
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