Privacy Policy

Last Updated: 15 August 2023

1. Introduction

Welcome to Bahl & Gaynor's website. As a U.S.-based company, we respect your privacy and are committed to protecting your personal data. This Privacy Policy will inform you about how we handle your personal data when you visit our website and will outline your privacy rights under U.S. law.

2. Data We Collect

While interacting with our website, we may collect the following data:
Identity Data includes first name, last name, and username or similar identifier.
Contact Data includes email address and telephone numbers.
Technical Data includes internet protocol (IP) address, browser type and version, time zone setting and location, and other technology on the devices you use to access this website.
Usage Data includes information about how you use our website and services.

3. How We Use Your Data

Your personal data will be used in adherence to U.S. privacy regulations. Typically, we utilize your personal data to:
Provide our services and products to you.
Enhance our website and offerings based on your feedback and interaction.
Dispatch marketing communications if you have opted-in to receive them.
Adhere to legal obligations and U.S. regulatory requirements.

4. Data Protection

Your data is stored securely in accordance with U.S. standards. We enforce rigorous procedures and security measures to thwart unauthorized access. We restrict access to your personal data to our employees, agents, and certain third parties who have a legitimate business need.

5. Data Retention

In alignment with U.S. regulations, we retain your personal data only for the duration necessary for the purposes we initially gathered it, including compliance with any U.S. legal, accounting, or reporting prerequisites.

6. Your Rights

Under U.S. data protection laws, you have specific rights regarding your personal data. These rights encompass:
Requesting access to your personal data.
Requesting corrections to your personal data.
Requesting erasure of your personal data.
Objecting to the processing of your personal data.
Requesting restrictions on processing your personal data.
Requesting the transfer of your personal data.
The right to withdraw consent.
To exercise any of these rights, please get in touch with us.

7. Third-party Links

Our website may have links to third-party websites, plug-ins, and applications. Activating those links or using those features may permit third parties to gather or share data about you. We do not govern these third-party websites and are not accountable for their U.S. privacy policies or practices.

8. Cookies

Cookies help us provide the best experience on our website. You have the option to decline cookies, but it may impact our website's functionality.

9. Changes to Our Privacy Policy

Occasionally, we may revise our Privacy Policy. All changes will be posted here, and if necessary, we will notify you.

10. Contact Us

For inquiries regarding this privacy policy or the data we hold on you, please reach out to us at info@bahl-gaynor.com.

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General Disclosure

The Bahl & Gaynor Income Growth Fund may not be available within your firm. Please consult your financial advisor or contact a Bahl & Gaynor investment professional for more information.

Mutual fund investing involves risk, including the potential loss of principal.


The principal risks of investing in the Fund include, but are not limited to, the market price of a security declining due to general market conditions that are not specifically related to a particular company, such as real or perceived adverse economic, political, or geopolitical conditions throughout the world, changes in the general outlook for corporate earnings, changes in interest or currency rates, or adverse investor sentiment generally.  Additional principal risks include investing in ADRs of foreign securities, investing in REITS, and focused risk. Any such impact could adversely affect the Fund’s performance, the performance of the securities in which the Fund invests and may lead to losses on your investment in the Fund. The prices of foreign securities or ADRs may be more volatile than the securities of U.S. issuers because of economic conditions abroad, political developments, and changes in the regulatory environment of foreign countries. Investments in small and mid-cap companies involve greater risks including increased price volatility compared to the market or larger companies. Although the Fund is diversified, the Advisor intends to focus its investments in the securities of a comparatively small number of issuers. Investment in securities of a limited number of issuers exposes the Fund to greater market risk and potential losses than if its assets were diversified among the securities of a greater number of issuers. More information about these risks may be found in the Fund's prospectus.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The Funds' prospectuses and summary prospectuses contain this and other information about the Fund, and should be read carefully before investing. Click on the links above to obtain a current copy the Fund's prospectus and summary prospectus or call 833.472.2140.

All products shown above may not be available within your firm.
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