Privacy Policy

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. The following outlines our privacy policy.

• Before or at the time of collecting personal information, we will identify the purposes for which information is being collected.
• We will collect and use of personal information solely with the objective of fulfilling those purposes specified by us and for other compatible purposes, unless we obtain the consent of the individual concerned or as required by law.
• We will only retain personal information as long as necessary for the fulfillment of those purposes.
• We will collect personal information by lawful and fair means and, where appropriate, with the knowledge or consent of the individual concerned.
• Personal data should be relevant to the purposes for which it is to be used, and, to the extent necessary for those purposes, should be accurate, complete, and up-to-date.
• We will protect personal information by reasonable security safeguards against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.
• We will make readily available to customers information about our policies and practices relating to the management of personal information.

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.

Additional U.S. Privacy Disclosures

Information We Collect
In addition to the general principles outlined above, we may collect the following categories of information when you interact with our website:

• Identifiers: such as name, email address, phone number, company name, or other information you voluntarily provide through forms or inquiries.
• Internet or network activity information: such as IP address, browser type, operating system, referring URLs, pages viewed, and interactions with our site.
• Professional or business-related information: when provided in connection with investment inquiries or business communications.

We do not knowingly collect personal information from children under the age of 13.

How We Use Personal Information
We use personal information for purposes that include, but are not limited to:

• Responding to inquiries and communications
• Providing information about our firm and services
• Operating, maintaining, and improving our website
• Monitoring and analyzing website usage and performance
• Complying with legal and regulatory obligations

We do not use personal information for purposes that are materially different from those described without providing additional notice where required by law.

Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance user experience, analyze site usage, and support website functionality.

You may control or disable cookies through your browser settings. Disabling cookies may affect certain features or functionality of the website.

Sharing of Personal Information
We do not sell personal information.

We may share personal information with:

• Service providers who perform services on our behalf, such as website hosting, analytics, or IT support
• Professional advisors such as legal, compliance, or accounting professionals
• Government or regulatory authorities when required to comply with applicable law or legal process

All service providers are required to use personal information solely for the services they provide to us and to maintain appropriate safeguards.

Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law.

Your Privacy Rights (U.S. Residents)
Depending on your state of residence, you may have certain rights regarding your personal information, including:

• The right to request access to the personal information we maintain about you
• The right to request correction of inaccurate personal information
• The right to request deletion of your personal information, subject to legal exceptions
• The right to opt out of certain data processing activities, where applicable

To exercise any of these rights, please contact us using the information provided below. We may need to verify your identity before processing your request.

Security Measures
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date below. Continued use of the website after changes become effective constitutes acceptance of the updated policy.

Contact Information
If you have questions about this Privacy Policy or our privacy practices, please contact us at:

561-659-9022