Privacy Policy
Last Updated: January 1, 2025
At Helvetica Assets Capital & Wealth Management ("Helvetica Assets," "we," "us," or "our"), we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information.
1. Information We Collect
We collect information necessary to provide wealth management services, including:
- Personal Information: Name, address, phone number, email, date of birth, Social Security number
- Financial Information: Account balances, transaction history, investment holdings, income, net worth
- Employment Information: Employer, occupation, employment history
- Family Information: Marital status, dependents, beneficiaries
- Other Information: Risk tolerance, investment objectives, financial goals
2. How We Use Your Information
We use your information to:
- Provide wealth management and investment advisory services
- Develop and implement financial plans
- Execute investment transactions
- Provide account statements and reports
- Comply with legal and regulatory requirements
- Communicate with you about your accounts and our services
- Improve our services and client experience
3. Information Sharing
We do not sell your personal information. We may share your information with:
- Service Providers: Custodians, investment managers, technology providers who assist in providing our services
- Professional Advisors: Attorneys, CPAs, insurance specialists (with your consent)
- Regulatory Authorities: When required by law or regulation
- Business Transfers: In connection with a merger, acquisition, or sale of assets
4. Data Security
We implement robust security measures to protect your information:
- Encryption of data in transit and at rest
- Multi-factor authentication for account access
- Regular security audits and assessments
- Employee training on data security and privacy
- Restricted access to personal information
- Secure disposal of information no longer needed
5. Your Rights
You have the right to:
- Access your personal information
- Request corrections to inaccurate information
- Request deletion of your information (subject to legal requirements)
- Opt out of certain information sharing
- Receive a copy of your information
6. Cookies and Tracking
Our website uses cookies and similar technologies to improve user experience. See our Cookie Policy for details.
7. Changes to This Policy
We may update this Privacy Policy periodically. We will notify you of material changes by email or through our website.
8. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us:
Helvetica Assets Capital & Wealth Management
335 Madison Avenue
New York, NY 10017
Phone: 1 (888) 883-7154
Email: privacy@hacwm.com
