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Privacy Policy
A legal disclaimer
Effective Date: December 31, 2025
Our Commitment to Your Privacy. Protecting your privacy and the confidentiality of your personal information is a top priority. This Privacy Policy outlines the types of information we collect, how we use it, and the steps we take to safeguard your data.
Information We Collect We may collect non-public personal information about you from the following sources:
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Information you provide to us: This includes information you provide on applications, contact forms, or other forms (such as your name, address, phone number, email address, and investment objectives).
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Information about your transactions: If you become a client, we may collect data regarding your account balances, trading history, and payment history.
How We Use Your Information We use your personal information primarily to:
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Respond to your inquiries and requests.
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Provide investment advisory services and manage your accounts.
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Comply with legal and regulatory requirements.
Information Sharing and Disclosure We do not sell your personal information to third parties. We may share your information with third parties only in the following limited circumstances:
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Service Providers: We may disclose information to third-party service providers (such as custodians, broker-dealers, or CRM systems) who assist us in servicing your accounts. These third parties are contractually obligated to keep your information confidential.
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Legal Requirements: We may disclose information if required to do so by law or in response to a subpoena or court order.
Data Security We implement and maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your non-public personal information. We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you.
Cookies and Website Data Our website, hosted by Wix, may use "cookies" and similar technologies to enhance your browsing experience and analyze website traffic. You can choose to disable cookies through your browser settings, though this may affect the functionality of the site.
Changes to This Policy We reserve the right to modify this Privacy Policy at any time. Any changes will be posted on this page with an updated effective date.
Contact Us If you have any questions regarding this Privacy Policy, please contact us at:
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407-680-7343
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