PRIVACY POLICY

Privacy Policy
Asset Preservation Capital, LTD
At Asset Preservation Capital, LTD, your privacy is a top priority. This Privacy Policy explains how we collect, use, protect, and disclose your personal and financial information. By interacting with our website or using our services, you agree to the practices described below.

1. Information We Collect

We collect two main types of information:

A. Website Opt-In Information

We collect personal details voluntarily submitted through:

  • Email subscriptions
  • Contact forms
  • Event registration or free resource forms
This information may include:
  • Name
  • Email address
  • Phone number
  • Any other details relevant to your inquiry or request
We only collect what is necessary for the intended purpose.
B. Financial Information (Regulation S-P)
As a registered investment adviser, we are required to collect certain nonpublic personal financial information, including:
  • Information from applications or other forms you complete
  • Transaction history with us, affiliates, or third parties
  • Information from consumer reporting agencies
2. How We Use Your Information
We use your information to:
  • Provide requested services (e.g., newsletters, updates, consultations)
  • Improve user experience on our website
  • Deliver client services and communications
  • Comply with legal and regulatory requirements
We do not use your personal data for unrelated marketing without your consent.
3. Information Sharing Policy
We do not sell, rent, or share your opt-in or financial information with third parties except:
  • With your explicit consent
  • When required by law or legal process
  • As necessary to provide services through trusted vendors or affiliates under strict confidentiality agreements
  • To auditors, attorneys, accountants, and regulatory agencies as permitted under SEC Regulation S-P
We require all service providers to use your data only for the specific services we request and to maintain confidentiality.
4. Data Security
We protect your data using:
  • Physical security measures
  • Secure electronic systems
  • Procedural safeguards compliant with federal data protection standards
Only authorized employees have access to your nonpublic information, and only as needed to perform their job functions.
5. Accuracy of Your Information
We strive to maintain up-to-date, accurate records. Please contact us if your information changes or needs correction.
6. Your Choices
You can:
  • Opt out of marketing emails or SMS communications at any time by using the unsubscribe or STOP instructions provided.
  • Contact us directly to request access to or correction of your information.
7. Changes to This Privacy Policy
We may update this policy from time to time. Changes will be posted on our website with the updated effective date.
Contact Us
If you have any questions or concerns regarding your privacy or this policy, please contact:

Asset Preservation Capital, LTD

Phone: 248-649-4759