Privacy Policy
How we collect, use, and protect your personal information
Effective Date: January 1st, 2024
Eagle Investors LLC ("Eagle") is committed to protecting the privacy of our clients and potential clients. This Privacy Policy explains how we collect, use, share, and protect your personal information.
A copy of this policy can always be found publicly at https://eagle-investors.com/privacy-policy
We may collect the following types of personal information from you:
Contact Information
Name, email address, phone number, postal address
Financial Information
Investment account details, bank information, tax information
Demographic Information
Age, gender, income level, occupation
Usage Data
Browsing history, IP address, device information, cookie data
Communications with Eagle
Recordings of phone calls, emails, and other communications for quality assurance and compliance purposes.
We use your personal information for the following purposes:
- To provide investment advisory services
- To communicate with you about your accounts and services
- To personalize your experience on our website and applications
- To analyze and improve our services
- To comply with legal and regulatory requirements
- To market our services to you, unless you have opted out of receiving such communications
We may share your personal information with the following third parties:
Government Agencies
We may be required to disclose your information to government agencies in response to a subpoena, court order, or other legal process.
Regulators
We may share your information with regulators as required by law.
We will not share your personal information with any third-party marketers without your consent.
You have the following rights regarding your personal information:
Access
You have the right to access your personal information that we hold
Correction
You have the right to correct any inaccurate personal information
Deletion
You have the right to request that we delete your personal information
Restriction
You have the right to restrict our processing of your personal information
Objection
You have the right to object to our processing for marketing purposes
To exercise any of these rights, please contact us at the address or email address provided below.
We will retain your personal information for as long as necessary to fulfill the purposes for which it was collected and to comply with applicable laws and regulations.
We have implemented physical and cybersecurity measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:
Access Controls
Limits on who can access your information
Security Audits
Regular security audits and penetration testing
Data Encryption
Encryption of your data at rest and in transit
AI Encryption
Artificial Intelligence encryption solutions
We comply with applicable privacy laws and regulations, including the Gramm-Leach-Bliley Act (GLBA) and the California Consumer Privacy Act (CCPA).
This Privacy Policy is intended to be consistent with the requirements of 21 VAC 5-80-260, Information Security and Privacy. We encourage you to review the full text of this regulation for more information about your rights and our responsibilities regarding your personal information.
If you have any questions about this Privacy Policy, please contact us at:
Eagle Investors LLC
info@eagle-investors.com
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website and notifying clients based on their jurisdiction. You are advised to review this Privacy Policy periodically for any changes.