Privacy Policy

Privacy Policy Welcome to our Privacy Policy page. At our investment asset management firm, safeguarding the privacy and security of your personal information is a top priority. This Privacy Policy outlines how we collect, use, and protect your information when you visit our website or engage with our services in Harris County, TX. We collect personal and non-personal information to efficiently manage your investments and enhance our service delivery. Personal information may include your name, contact details, identification numbers, financial information, and any other relevant data we need to manage your account effectively. Non-personal information such as browsing behavior, device details, and website usage patterns is collected to improve our site functionality and user experience. How We Use Your Information The information we collect serves several purposes, including but not limited to managing accounts, executing transactions, improving customer service, communicating updates or changes in policy, and complying with legal and regulatory obligations. We'd like to make sure that your data is used solely for legitimate business purposes by applicable laws. Protecting Your Information We are committed to protecting your data from unauthorized access, use, or disclosure. Our firm implements robust security measures, including encryption technologies and secure servers to safeguard your information. Additionally, we regularly review and enhance our privacy practices, ensuring they remain stringent amid evolving technology standards. Third-Party Access: To fulfill some of our services, we may share limited information with trusted third-party partners who assist us with transaction processing or data analysis. These third-party providers must keep your information confidential and comply with privacy standards that align with this policy. Your Privacy Rights As a valued client based in Harris County, you have the right to access the personal data we hold about you and request corrections if necessary. If you have any concerns about how your personal information is being handled or wish to exercise your rights under applicable privacy laws, don't hesitate to contact us using the provided details on our website.