Legal
Last updated: January 1, 2026
We collect information you provide directly to us, such as when you submit a contact form, request a consultation, or become a client. This may include your name, email address, phone number, and information about your financial situation.
We use the information we collect to respond to your inquiries, provide advisory services, comply with legal obligations, and communicate with you about your account. We do not sell your personal information to third parties.
We may share your information with our custodians, service providers, and as required by law or regulation. We require service providers to maintain appropriate confidentiality and security standards.
We maintain reasonable administrative, technical, and physical safeguards to protect your personal information. However, no security system is impenetrable, and we cannot guarantee the security of information transmitted to us over the internet.
If you have questions about this privacy policy or how we handle your information, please contact us at info@silveroakinvestments.com .