Privacy Policy

• Fiduciary Standard. Legally bound to your best interest.
• Aligned Fees. Transparent pricing. No hidden compensation.
• State-Registered RIA. Texas State Securities Board.
• CEBS, Series 66. J. Winston Booth.

Information We Collect

• Personal Information. Name, email address, phone number, and other contact details you provide through our forms.
• Financial Information. Information about your investment objectives and financial situation as necessary to provide advisory services.
• Website Usage Data. Information about how you access and use our website, collected to improve functionality and user experience.

How We Use Your Information

We use the information we collect to provide advisory services, respond to your inquiries, comply with legal obligations, and protect against fraud. We do not sell, rent, or trade your personal information to third parties.

How We Share Your Information

We may share your information with:

• Custodians (Interactive Brokers) as necessary to manage your accounts
• Service providers who assist in operating our website and delivering services
• Regulatory authorities or as otherwise required by law

How We Protect Your Data

Cookies & Tracking

Our website uses first-party cookies and local storage for essential operations and for first-party analytics that help us understand and improve how the site is used. We do not use advertising cookies or third-party tracking pixels, and we do not participate in cross-site tracking. All analytics are processed through our own first-party infrastructure. For details on the specific cookies and storage this site uses, see our Cookie & Local Storage Policy.

Data Retention

We retain personal information only as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All data transmitted through our website is encrypted using TLS.

Your Rights

You may access or correct your personal information at any time. If you wish to limit or withdraw information you have provided, contact us using the information below. We will respond to your request within 30 days.

Regulatory Compliance

As a fiduciary, we maintain strict privacy standards to protect the integrity and confidentiality of your information. We provide our formal privacy practices to you at the inception of our relationship and make updates available whenever material changes occur.

Questions About Privacy?

Related Disclosures

Review our other legal and regulatory documents: Terms of Service and Form ADV.