Glenmede Privacy Policy


Glenmede is committed to the confidentiality and privacy of our clients' non-public personal information. This commitment extends to all clients with whom Glenmede has a relationship, including former clients.

Categories of Information

Glenmede comes into possession of and/or collects non-public personal information about our clients (the "Information"):

  • from applications, correspondence, account contracts, fiduciary documents and other documents and forms;
  • from client transactions with us, account activity and holdings; and,
  • from third parties from which clients have authorized us to obtain Information.


Disclosures to Third Parties

Glenmede does not disclose Information about our clients or former clients to third parties except as permitted by law. Third party processors or service providers may have access to Information of clients in order to provide or assist Glenmede in providing services to Glenmede clients. In all cases, such third parties are prohibited from using, disclosing or releasing Information outside the scope of providing such services and have executed contracts containing confidentiality provisions.

Opt-Out Provisions

In the event that Glenmede intends to disclose Information to a third party that is not providing services to Glenmede, Glenmede will notify all affected clients of such intended disclosure. Each such client will be advised of the nature of the disclosure and given instructions on how to opt out. At present, Glenmede has no intention of disclosing Information to third parties beyond the necessary disclosures to processors and service providers and as otherwise permitted by law.


Glenmede restricts access to Information about clients to those employees who need to know that Information to provide services to such clients. Glenmede maintains physical, electronic and procedural safeguards that comply with state and federal regulations to guard client Information. The Company's independent auditor examines the control objectives established by the Company related to Investment Management, Trust and Custody services and performs testing to determine whether those controls tested were operating with sufficient effectiveness to provide reasonable assurance that the control objectives were achieved.

Cookie Policy

We use cookies (“Cookies”) to track information provided by your browser and our software application when you use this website. A Cookie is a small piece of information that a website, such as this one, stores on your web browser on your device and can later retrieve. “Session” Cookies are temporary, expire at the end of a browser session (when you leave our website) and allow us to recognize you and carry information as you navigate between pages during a browser session. “Persistent” Cookies remain in the Cookie file of your browser even after you leave our website and after the browser is closed. These Persistent Cookies enable this website to recognize you on your return, remember your preferences and provide tailored services to you. A Cookie will not contain information that will enable us to contact you via telephone, e-mail, or other means.

We use session and persistent cookies to measure your use of our website in an effort to improve its quality and enhance your overall experience, including tracking page views, time and date of website access, and other usage and navigation data, and identifying your operating system and browser type (but not other information about your computer or the files or programs on it) and your general geographic location. We also use them to aggregate usage data to track trends and analyze patterns on the website.

If you do not wish to accept Cookies from this website, please either disable them or refrain from using this website. If Cookies are disabled, it may mean that you experience reduced functionality or will be prevented from using all or part of this website.

Most browsers are initially set to accept Cookies. However, you can configure your browser settings to accept specific Cookies or to notify you each time a new Cookie is about to be stored on your device so you can decide whether to accept or reject the Cookie. For more information about Cookies, how they work, why they are so useful and how to disable them, you can visit