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Privacy Statement

This is the web site of Bernzott Capital Advisors. We can be reached by email at info@bernzott.com, by telephone at (800) 856-2646, and by mail at 888 West Ventura Blvd., Suite B, Camarillo, CA 93010-8383.

We do not collect or recognize any information regarding the domain or email address of visitors to this site. We do not set any cookies. No record is kept of visitors to this site.

We are in compliance with the Children's Online Privacy Protection Act.

If you email us through links on this site to request any information or ask a question, you will be contacted only in the manner you specified (mail, email or telephone) and will receive only the information you requested. Your identity and contact information will not be shared with any other firm or organization for any purpose.

Please be aware that if you utilize any of the links to other sites provided on this site, the operators of linked sites are not covered by this Statement and we are not responsible for their privacy and information practices. We do not endorse, control or have responsibility for any linked site or the content, use, products or services made available.

We maintain physical, electronic and procedural safeguards to ensure information security.
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The Fund's prospectus, which is available under the resources tab, includes investment objectives, risks, fees, expenses and other information that should be read and considered carefully before investing.

The Bernzott U.S. Small Cap Value Fund is distributed by IMST Distributors, LLC.

This site is only intended for clients and interested investors residing in states and countries in which Bernzott Capital Advisors is qualified to conduct investment advisory services.

Bernzott Capital Advisors is an SEC registered investment adviser located in Lakeway, TX with offices in Camarillo, CA, and Hingham, MA. We may only transact business in those states or countries in which we are registered, or qualify for an exemption or exclusion from registration requirements. For non-clients of the firm, Bernzott Capital Advisors' website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact us at (800) 856-2646 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Bernzott Capital Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Bernzott Capital representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

There are no express or implied warranties with respect to this or any linked site.
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