Privacy Policy Notice
Commitment to Your Private Information
Archalos is committed to safeguarding the confidential information of its clients. Archalos holds all personal information provided by clients in the strictest confidence and it is the objective of the firm to protect the privacy of all clients. Except as permitted or required by law, Archalos does not share confidential information about clients with nonaffiliated parties. In the event that there were to be a change in this policy, the firm will provide clients with written notice and clients will be provided an opportunity to direct Archalos as to whether such disclosure is permissible.
Why We Collect, What We Collect, and How We Use Information
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do with your personal information
The types of personal information we collect, and share depend on the product or service you have with us. This information can include social security number, income, account balances, assets, investment experience, and transaction history.
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons Archalos chooses to share, and whether you can limit this sharing
Reasons we share your personal information:
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For our everyday business purposes such as to process your transactions, maintain your accounts(s), respond to court orders and legal investigations. We do share this information and sharing cannot be limited by the consumer.
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Information developed as part of financial plans, analyses or investment advisory services. We do share this information and sharing cannot be limited by the consumer.
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For our affiliates' everyday business purposes. If you invest in the Archalos Fund, we share information with our Fund(s) to oversee your investments. We do share this information and sharing cannot be limited by the consumer.
At your request, we may disclose nonpublic personal information to financial service providers, including but not limited to CPAs, mortgage brokers, or insurance companies. Archalos does not share with non-affiliates so they can market to you and Archalos does not jointly market.
How Does Archalos Collect My Personal Information?
We collect your personal information, for example, when you:
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Enter into an investment advisory agreement
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Seek financial advice
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Make deposits or withdrawals from your account
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Tell us about your investment or retirement portfolio
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Give us your contact information
How We Protect Your Information
Archalos maintains a comprehensive information security program designed to ensure the security and confidentiality of customer information, protect against threats or hazards to the security of such information and prevent unauthorized access. This program includes:
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Procedures and specifications for administrative, technical, and physical safeguards.
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Programs to detect, prevent and, when necessary, respond to attacks, intrusions, or unauthorized access to confidential information.
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Restricting access of customer information to employees who need to know that information to provide products and services to you and appointing specific employees to oversee our information security program.
Federal law gives you the right to limit sharing of your personal information to:
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Use for affiliates’ everyday business purposes
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Use for affiliates to market to you
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Use for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Residents of California
Under the California Consumer Privacy Act of 2018 (the “CCPA”), California residents have certain rights around Archalos’ collection, use and sharing of their personal information. California residents, please refer to the California Consumer Privacy Notice as provided in the 2018 CCPA Act.
Changes to this Policy
We encourage you to check our website frequently to see when this Privacy Policy was last revised and to be informed of how we are committed to protecting your information.
In the event that Archalos has a change to its customer privacy policy that would allow it to disclose nonpublic information not covered under applicable law, we will allow clients the opportunity to opt out of such disclosure.
Questions?
If there are any questions regarding this Privacy Policy Notice, please contact us using this form.
Disclosure and Legal Notice
Archalos and its representatives maintain compliance with current SEC registration and applicable state notice-filing requirements in the jurisdictions in which Archalos conducts business. Archalos may provide advisory services only in those states where it is properly registered or has obtained an exemption or exclusion from applicable registration requirements.
The Archalos website is intended solely to provide general information regarding the firm’s advisory services. The publication of this website should not be construed as a solicitation, offer, or recommendation to effect transactions in securities, or to render personalized investment advice for compensation via the Internet. Any direct communication with prospective clients shall be conducted by an Archalos representative who is properly registered or otherwise exempt or excluded from registration in the relevant jurisdiction. The Advisor’s judgment about the quality of a particular company may prove to be incorrect.
A current copy of Archalos’ Form ADV Part 2A brochure, which describes the firm’s business practices, services, and fees, is available upon written request. Personalized investment advice will be provided only after the delivery of required disclosure documents and the execution of a written advisory agreement.
Use of Website and Limitation of Liability
The information provided on this website is offered as a convenience for general informational purposes only, without charge. Archalos does not warrant the accuracy, completeness, or timeliness of any content and does not guarantee that access to the website will be uninterrupted, error-free, or free from harmful components. Use of this website is at your own risk.
Archalos expressly disclaims all liability for any direct, indirect, incidental, special, or consequential damages arising from the use or inability to use this website or its content. In jurisdictions that do not permit such limitations, liability shall be limited to the maximum extent permitted by law.
Archalos makes no representations or warranties regarding the accuracy or relevance of information prepared by unaffiliated third parties, whether linked to this website or referenced within it, and assumes no responsibility for such content. Third-party information is provided strictly for convenience, and users should conduct their own due diligence before relying upon it.
Investment Risk and Content Limitations
Investment strategies involve varying degrees of risk, and there is no assurance that any specific investment or strategy — including those referenced by Archalos — will achieve its intended objectives or match past performance results. Certain website materials, such as articles or commentaries, may reflect opinions and positions as of specific prior dates and may not represent current views or recommendations.
Archalos is not a law or accounting firm, and no portion of the website content should be interpreted as legal, accounting, or tax advice. Interactive tools or calculators provided on the website are for illustrative purposes only and do not constitute personalized advice.
By accessing and using this website, each client and prospective client agrees to release and hold harmless Archalos, together with its officers, directors, employees, and agents, from any and all consequences arising from actions taken independently of personalized advice received under a duly executed client agreement.