Privacy Policy for Integrity Advisors

At Integrity Advisors, we are committed to protecting the privacy and security of our clients’ personal information. This privacy policy explains how we collect, use, store, and safeguard your data in accordance with our core values of integrity and trust. We aim to provide you with clear information about our data practices so you can feel confident in how we handle your information.

1. Information We Collect

We may collect various types of personal information from our clients, including but not limited to:

• Identity and Contact Information: Names, addresses, email addresses, and phone numbers
• Sensitive Financial Data: Social security numbers, financial account information
• Financial Preferences: Investment objectives, risk tolerance, and financial circumstances

We collect this information directly from you through methods such as:

• Website forms
• Emails
• Phone calls
• In-person meetings

Additionally, with your consent, we may receive information from third-party sources, such as credit bureaus, financial institutions, or other advisors.

2. How We Use Your Information

We use your personal information primarily to deliver our financial advisory services, which include:

• Investment planning
• Portfolio management
• Financial consulting

We may also use your information to:

• Communicate with you about our services
• Comply with legal and regulatory requirements
• Improve our business operations

Your information helps us tailor our services to your needs and maintain the high standard of care you expect from Integrity Advisors.

3. Data Sharing

To provide our services, we may share your information with third-party service providers, such as:

• Custodians
• Compliance consultants
• Technology providers

These third parties are contractually obligated to protect your information and use it solely for the purposes we specify. We do not sell your data to third parties under any circumstances.

4. Data Security

We take the security of your personal information seriously and employ robust measures to protect it, including:

• Encryption of sensitive data
• Firewalls and secure servers
• Regular security audits
• Employee training on data protection best practices

Our staff is required to maintain the confidentiality of your information, ensuring it is safeguarded against unauthorized access, disclosure, or theft.

5. Your Rights

You have several rights regarding your personal information, including:

• Access: Request a copy of the data we hold about you
• Correction: Update or correct inaccurate information
• Deletion: Request the removal of your data (subject to legal obligations)
• Opt-Out: Decline certain uses or sharing of your data

To exercise these rights, please contact our privacy officer by filling the contact us form.

6. Compliance with Laws

Integrity Advisors complies with all applicable privacy laws and regulations, including:

• The Gramm-Leach-Bliley Act (GLBA), which governs financial institutions in the United States
• The General Data Protection Regulation (GDPR), where applicable for clients in the European Union

We ensure our practices align with these legal standards to protect your privacy.

7. Policy Updates

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes by:

• Posting the updated policy on our website (integrityadvisors.org)
• Sending direct communications, where appropriate

Please review this policy regularly to stay informed about how we protect your information.

8. Data Breach Response

In the unlikely event of a data breach, we will:

• Promptly notify affected clients
• Take immediate steps to mitigate harm
• Follow our comprehensive incident response plan

Our goal is to address security incidents swiftly and transparently to minimize any impact on you.

9. Ethical Data Handling

At Integrity Advisors, ethical handling of client information is a cornerstone of our operations. We:

• Do not sell your data to third parties
• Use your information only for legitimate business purposes as outlined in this policy

This commitment reflects our dedication to maintaining your trust.

10. Data Retention and Disposal

We retain your personal information only as long as necessary to:

• Provide our services
• Comply with legal and regulatory requirements

When your information is no longer needed, we securely dispose of it using industry-standard methods to prevent unauthorized access.

11. Cookies and Online Tracking

Our website (integrityadvisors.org) uses cookies to enhance your browsing experience and provide personalized content. Cookies may be used for:

• Website functionality
• Analytics to improve our services

You can manage your cookie preferences through your browser settings at any time.

12. International Data Transfers

If you are located outside the United States, your information may be transferred to, stored, and processed in the United States, where our servers are located. We take all necessary steps to ensure your data remains secure and is handled in accordance with this privacy policy, regardless of where it is processed.

13. Children’s Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If we become aware that we have collected data from a minor, we will take prompt steps to delete it.

14. Contact Us

If you have questions or concerns about this privacy policy or our data practices, please reach out to our privacy officer by filling the Contact Us form.

We are here to assist you and address any inquiries you may have.