Privacy Policy

We collect information you provide directly to us, such as when you:

• Schedule a consultation or contact us for services
• Submit investment inquiries or applications
• Provide personal and financial information for due diligence
• Communicate with our team via email, phone, or in-person meetings
• Create an account or access our client portal

We use the information we collect to:

• Provide investment advisory and lending services
• Conduct due diligence and compliance checks
• Communicate with you about your accounts and services
• Send you relevant updates and regulatory notices
• Improve our services and develop new offerings
• Comply with legal and regulatory requirements

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

• To trusted service providers who assist in operating our business
• To comply with legal obligations, court orders, or regulatory requirements
• To protect our rights, property, or safety, or that of our clients or the public
• To banking partners and custody providers for service delivery

We implement industry-standard security measures including:

• End-to-end encryption for sensitive communications
• Secure data storage with limited access controls
• Regular security audits and vulnerability assessments
• Employee training on data protection protocols
• Compliance with SEC cybersecurity regulations

You have the right to:

• Access and review your personal information
• Request corrections to inaccurate information
• Opt-out of non-essential communications
• Request deletion of your personal information where legally permitted
• Obtain a copy of our data processing agreements