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Privacy Policy

 

Effective Date: September 26, 2025

 

Anchored Investments ("we," "our," or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you interact with our services, including our website and investment offerings. By engaging with Anchored Investments, you consent to the data practices described in this policy.

 

1. Information We Collect

 

We collect various types of information to provide and improve our services to you.

 

1.1. Personal Identifiable Information (PII)

 

This includes information that can be used to identify you directly or indirectly. We may collect:

  • Contact Information: Name, address, email address, phone number.

  • Financial Information: Bank account details, investment history, income, assets, liabilities, tax identification numbers (e.g., Social Security Number, Employer Identification Number), and other financial data necessary for investment suitability assessments and regulatory compliance.

  • Identification Information: Date of birth, government-issued identification (e.g., driver's license, passport) for identity verification and anti-money laundering (AML) purposes.

  • Transactional Information: Details about your investments, withdrawals, and other transactions with us.

  • Communication Information: Records of your communications with us, including emails, phone calls, and other correspondence.

 

1.2. Non-Personal Information

 

This includes information that cannot be used to identify you personally. We may collect:

  • Technical Data: IP address, browser type, operating system, device information, and website usage data (e.g., pages visited, time spent on site) collected through cookies and similar technologies.

  • Aggregated Data: Statistical or demographic data derived from your personal data but not directly identifying you.

 

2. How We Collect Your Information

 

We collect information through various methods:

  • Directly from You: When you open an account, complete forms, communicate with us, or provide information during the onboarding process.

  • From Third Parties: We may receive information from third-party service providers, such as identity verification services, credit bureaus, or financial institutions, as permitted by law.

  • Automatically: Through cookies, web beacons, and other tracking technologies when you visit our website.

 

3. How We Use Your Information

 

We use your information for various legitimate business purposes, including:

  • To Provide Services: To manage your investment accounts, execute trades, process transactions, and provide thoughts on investment concepts and strategies.

  • To Communicate: To send you statements, reports, updates, and other important information related to your investments.

  • For Compliance and Regulatory Obligations: To comply with legal and regulatory requirements, such as AML, Know Your Customer (KYC) regulations, and tax reporting obligations.

  • For Security: To protect against fraud, unauthorized transactions, and other illegal activities.

  • To Improve Services: To analyze website usage, understand client needs, and enhance our service offerings.

  • For Marketing (with consent): To inform you about other products or services that may be of interest to you, where permitted by law and with your explicit consent.

 

4. Disclosure of Your Information

We may disclose your information to third parties under specific circumstances:

  • Service Providers: To third-party vendors, consultants, and other service providers who perform services on our behalf, such as payment processing, data analysis, marketing, and IT services. These parties are contractually obligated to protect your information and use it only for the purposes for which it was disclosed.

  • Regulatory and Legal Authorities: To government agencies, regulators, and law enforcement officials when required by law or to respond to legal processes, such as subpoenas or court orders.

  • Affiliates: To our affiliates or subsidiaries for business purposes, consistent with this Privacy Policy.

  • Business Transfers: In connection with a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

  • With Your Consent: We may disclose your information to other third parties with your explicit consent.

We do not sell your personal information to third parties for their marketing purposes.

 

5. Data Security

 

We implement robust technical, administrative, and physical security measures designed to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. These measures include encryption, firewalls, secure servers, and access controls. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

 

6. Data Retention

 

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with our legal and regulatory obligations, resolve disputes, and enforce our agreements. The retention period may vary depending on the type of information and the applicable legal requirements.

 

7. Your Rights

 

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

  • Access: The right to request access to the personal information we hold about you.

  • Correction: The right to request correction of inaccurate or incomplete personal information.

  • Deletion: The right to request deletion of your personal information, subject to certain legal exceptions.

  • Objection/Restriction: The right to object to or restrict the processing of your personal information.

  • Data Portability: The right to receive your personal information in a structured, commonly used, and machine-readable format.

 

To exercise any of these rights, please contact us at anchoredfutureinvestments@gmail.com. We may require verification of your identity before processing your request.

 

8. Third-Party Links

 

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

 

9. Children's Privacy

 

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child, we will take steps to delete such information promptly.

 

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. We will notify you of any material changes by posting the updated policy on our website and updating the "Effective Date" at the top of this policy. We encourage you to review this Privacy Policy periodically.

 

11. Contact Us

 

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

Anchored Investments Email: anchoredfutureinvestments@gmail.com 

Anchor your wealth, Grow with confidence.

At our core, we are dedicated to helping individuals and institutions achieve financial well-being by expertly managing and scaling their portfolios in live markets. Our approach is rooted in a commitment to performance, client alignment, and a disciplined investment philosophy. We understand that the investment management business is highly competitive, demanding continuous learning, adaptation, and a growth mindset to deliver exceptional results

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