Privacy Policy

At InvestingCatholic, LLC (“InvestingCatholic”), we are committed to maintaining the privacy of our client’s information as part of our fiduciary responsibility toward those clients whom we serve. We understand that you trust us with your highly confidential personal and financial information, and we recognize that safeguarding this information is very important so we ensure to protect it from any unauthorized disclosure.

In order to service our clients and our prospective clients it is necessary that we obtain nonpublic personal information about you. This information may include your name, e-mail address, address, telephone number, social security number, account numbers, income, risk tolerance information, transaction history, and other personal information.

To demonstrate our continuing commitment to the proper use of your information, we have set forth the following Privacy Policy. This Privacy Policy guides us in serving your privacy needs.

1. How we use your information We do not disclose any nonpublic personal information about clients to any unaffiliated parties, with the exception of third-party service providers that assist in the operation of our business. We may disclose nonpublic personal information to our service providers that help us to service your account(s) including; record keepers, custodians and brokerage firms.

2. How we protect your information To the extent required by applicable law, InvestingCatholic shall direct each of our service providers to adhere to our privacy policy with respect to all nonpublic personal information about clients provided to such service providers.

InvestingCatholic restricts access to nonpublic personal information about you to only those authorized employees, agents, or other parties that need to know the information in order for us to provide our investment services to you.

InvestingCatholic will maintain policies and procedures that are reasonably designed to safeguard nonpublic personal information about clients. We will only permit appropriate and authorized access to, and use of, nonpublic personal information about clients through the application of appropriate administrative and technical protections.

InvestingCatholic shall not disclose any nonpublic personal information about its clients or former clients to anyone, except as permitted or required by law.

3. Electronic Data Security InvestingCatholic understands the importance of cyber security and takes protection of your personal information seriously. We use a variety of protective measures that are used commonly by companies doing business over the Internet. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured data storage. The service providers used by InvestingCatholic make use of similar protective elements and additionally utilize encryption technology and authentication procedures.

4. Changes to our Privacy Policy InvestingCatholic reserves the right to change this Privacy Policy and any of the policies or procedures described above, at any time without prior notice. This Privacy Policy is for general guidance, does not constitute a contract or create legal rights, and does not modify or amend any agreements we have with our clients.

5. Annual Privacy Policy Disclosure InvestingCatholic shall issue notices of its privacy policy to its clients initially and then again on an annual basis thereafter to the extent required by applicable law.