Privacy Policy

We collect information you provide directly to us, as well as information gathered automatically when you use our website and services. The categories of information we may collect include:

• Personal Identification Information: Full name, email address, phone number, mailing address, and date of birth.
• Financial Information: Investment objectives, risk tolerance, account details, transaction history, and other financial data necessary to provide asset management services.
• Identity Verification Data: Government-issued identification documents and other information required for regulatory compliance (KYC/AML obligations).
• Usage Data: IP address, browser type, operating system, pages visited, time spent on pages, referring URLs, and other diagnostic data collected automatically when you interact with our website.
• Communications: Records of correspondence, inquiries, and any information you submit through contact forms or email.

Pinnacle Asset Partners uses the information we collect for the following purposes:

• Service Delivery: To provide, manage, and improve our asset management and financial advisory services, including processing transactions and maintaining account records.
• Client Communications: To respond to inquiries, send account statements, performance reports, and important notices related to your account or our services.
• Regulatory Compliance: To fulfill our obligations under applicable financial regulations, including anti-money laundering (AML), know-your-customer (KYC), and securities laws.
• Risk Management: To assess and manage investment risk in accordance with your stated objectives and applicable regulations.
• Website Improvement: To analyze usage patterns, diagnose technical issues, and enhance the functionality and user experience of our website.
• Marketing: With your consent, to send information about our services, market insights, and investment opportunities. You may opt out at any time.

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

• Service Providers: We engage trusted third-party vendors (such as custodians, technology providers, and compliance services) who assist us in operating our business. These parties are contractually obligated to protect your information and may only use it to perform services on our behalf.
• Regulatory and Legal Requirements: We may disclose information when required by law, court order, regulatory authority, or government request, including disclosures to the SEC, FINRA, or other applicable regulators.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change in ownership or control.
• With Your Consent: We may share information with third parties when you have given us explicit permission to do so.

We implement industry-standard technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include encryption of data in transit and at rest, access controls, and regular security assessments.

However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with our legal obligations (including regulatory record-keeping requirements, which may extend up to seven years or longer), resolve disputes, and enforce our agreements.

Depending on your jurisdiction, you may have the following rights with respect to your personal information:

• Access: The right to request a copy of the personal information we hold about you.
• Correction: The right to request that we correct inaccurate or incomplete information.
• Deletion: The right to request deletion of your personal information, subject to our legal and regulatory retention obligations.
• Opt-Out of Marketing: The right to opt out of receiving marketing communications at any time by following the unsubscribe instructions in any email we send, or by contacting us directly.
• Data Portability: Where applicable, the right to receive your information in a structured, commonly used, and machine-readable format.

To exercise any of these rights, please contact us using the information provided in the "Contact Us" section below. We will respond to your request within the timeframe required by applicable law.

Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand how visitors interact with our content. Cookies are small text files stored on your device.

We use the following types of cookies:

• Essential Cookies: Necessary for the website to function properly. These cannot be disabled.
• Analytics Cookies: Help us understand how visitors use our site so we can improve performance and content.
• Preference Cookies: Remember your settings and preferences for a more personalized experience.

You can control or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website.

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

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will post the updated policy on this page with a revised "Last Updated" date. We encourage you to review this policy periodically. Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.

If you provide your phone number and choose to opt in, you agree to receive SMS messages and/or phone calls from Pinnacle Asset Partners (the exact company name registered in 10DLC).

These communications may include:

• Appointment updates
• Service updates
• Property inquiry updates
• Notifications
• Follow-up messages
• Promotional or marketing messages

Message frequency may vary. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP. You may request help by replying HELP.

Consent to receive SMS messages or phone calls is not required to submit a form, make an inquiry, purchase any goods or services, or otherwise communicate with us.

We do not sell, rent, share, or disclose SMS opt-in consent data or phone numbers to third parties for their marketing or promotional purposes.

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