We are committed to protecting your privacy and ensuring the security of your personal and financial information. This privacy notice outlines how we collect, use, disclose, and protect your personal information as a registered investment adviser.

Collection of Personal Information: We collect personal information from you when you become a client or potential client. This information may include your name, address, email address, phone number, social security number, date of birth, investment objectives, financial information, and other information necessary to provide investment advice.

Use of Personal Information: We use your personal information to provide investment advice, manage your account, and fulfill our regulatory obligations. We may also use your information to communicate with you about your account, send you newsletters, and provide you with other information related to our services. We may also disclose your personal information as required by law, to service providers and other affiliated companies, or to protect our rights and interests.

Disclosure of Personal Information: We do not sell your personal information to third parties. However, we may disclose your personal information to service providers that assist us in managing your account, providing investment advice, and fulfilling our regulatory obligations. We may also disclose your personal information as required by law or to protect our rights and interests.

Protection of Personal Information: We maintain physical, electronic, and procedural safeguards to protect your personal information from unauthorized access, use, or disclosure. We train our employees on the importance of privacy and require them to sign confidentiality agreements. We also require our service providers to maintain appropriate safeguards and comply with our privacy policies.

Your Choices: You have the right to access, correct, or delete your personal information that we have collected. You may also choose to limit the use and disclosure of your personal information for marketing purposes. If you wish to exercise these rights or have any questions about our privacy notice, please contact us.

Updates to Privacy Notice: We may update our privacy notice from time to time to reflect changes in our practices and legal requirements. We will notify you of any material changes to our privacy notice and provide you with an opportunity to opt-out of any new uses of your personal information.