Your privacy is very important to us. Accordingly, we have developed this Policy in order for you to understand how we collect, use, communicate and disclose and make use of personal information
We collect non-public personal information from clients and prospective clients in order to provide personalized investment advisory services. This may include:
Name, address, email, and phone number
Social Security number or tax identification number
Financial account details and investment holdings
Income, net worth, and financial goals
We use your information to:
Deliver investment advisory and portfolio management services
Evaluate financial goals, risk tolerance, and investment preferences
Comply with regulatory obligations and reporting requirements
Communicate important updates, performance reports, and disclosures
We do not sell or rent your personal information. We may share your data with:
Custodians and broker-dealers to facilitate transactions
Compliance professionals or auditors for regulatory purposes
Legal authorities when required by law or in connection with fraud investigations
We maintain physical, technical, and administrative safeguards to protect client information. Access to personal data is restricted to authorized personnel only.
You may request to access, correct, or delete your personal information by contacting us at [Insert Contact Info]. We will respond to such requests in accordance with applicable regulations.
If our website uses cookies or tracking pixels, we may collect basic usage data to improve functionality and client experience. You can manage cookie preferences in your browser settings.
This Privacy Policy may be updated periodically. Clients will be notified of significant changes through email or updated postings on our website.
We are committed to conducting our business in accordance with these principles in order to ensure that the confidentiality of personal information is protected and maintained.