Effective Date: July 3, 2024

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At 3rdeyeadvisors, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information when you interact with our services, visit our website, or contact us through other means.

 

2. Information We Collect

We may collect the following types of personal information:

 

    •    Personal Identifiers: Your name, email address, phone number, and mailing address.

    •    Financial Information: Information related to your financial accounts, investments, and transactions, if applicable.

    •    Usage Data: Information on how you use our website, such as your IP address, browser type, pages visited, and interaction with content.

    •    Cookies: Data collected through cookies to enhance your browsing experience and personalize content.

 

3. How We Use Your Information

We use the information we collect to:

 

    •    Provide financial advisory services, including managing investment portfolios and personal financial plans.

    •    Communicate with you about our services, including updates, marketing materials, and offers (with your consent).

    •    Improve our website and services based on usage analytics and customer feedback.

    •    Comply with legal obligations and protect our business from fraud or other malicious activity.

 

4. How We Share Your Information

We do not sell, rent, or trade your personal information. However, we may share your information with trusted third parties for specific purposes, such as:

 

    •    Service Providers: Third-party companies that help us deliver services, such as data processors or marketing agencies.

    •    Legal Compliance: We may disclose your information if required by law, court order, or government regulation.

 

5. Your Rights and Choices

You have the following rights concerning your personal data:

 

    •    Access: You can request a copy of the personal information we hold about you.

    •    Correction: If your data is inaccurate or incomplete, you can request that we update it.

    •    Deletion: You can request that we delete your personal information, subject to legal or contractual obligations.

   •    Opt-out of Marketing: You can opt-out of receiving marketing communications by following the unsubscribe instructions in our emails or contacting us directly.

 

6. Data Security

We use appropriate security measures to protect your personal data from unauthorized access, loss, or misuse. This includes technical, administrative, and physical safeguards.

 

7. Data Retention

We retain your personal information for as long as necessary to provide our services or comply with legal obligations. Once this period has expired, we securely delete your data.

 

8. Use of Cookies

Our website may use cookies to collect information about your browsing activity. You can control the use of cookies through your browser settings, but this may affect your experience on our site.

 

9. Links to Third-Party Websites

Our website may contain links to other websites. We are not responsible for the privacy practices or content of third-party sites.

 

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any changes will be posted on this page, and the revised policy will take effect on the date it is posted.

 

11. Contact Us

If you have any questions or concerns about this Privacy Policy or your personal data, please contact us:

 

    •    Email: support@3rdeyeadvisors.com

    •    Mailing Address: 12370 Potranco Rd, San Antonio, TX 78253