Privacy Policy

Last Updated: December 1, 2024

1. Information We Collect

We collect information you provide directly to us, such as when you create an account, request a consultation, or contact us for support.

• Name and contact information (email, phone number, address)
• Investment information and financial goals
• Communication preferences
• Any other information you choose to provide

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services, including:

• Providing investment consulting and advisory services
• Communicating with you about our services
• Sending you market updates and educational content
• Responding to your inquiries and support requests
• Complying with legal and regulatory requirements

3. Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except in the following circumstances:

• With your explicit consent
• To comply with legal obligations
• To protect our rights and interests
• With service providers who assist in our operations

4. Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

5. Your Rights

You have the right to:

• Access and update your personal information
• Request deletion of your personal information
• Opt-out of marketing communications
• Request a copy of your data

6. Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our website, analyze usage patterns, and provide personalized content. You can control cookie settings through your browser preferences.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

9. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us: