Effective Date: August 26, 2025

Our Privacy Commitment

We never store personal financial data. Your sensitive information stays with you and your broker. We only collect what's necessary to provide our services and communicate with you.

1. Information We Collect

Information You Provide:

Name and contact information (email, phone)
Portfolio size ranges (not exact amounts)
General allocation preferences
Current advisor type (if provided)

Automatically Collected:

IP address and browser information
Device and operating system
Pages visited and time spent
Referral source

2. How We Use Your Information

To provide investment advisory services
To send educational content and market insights (with your consent)
To respond to your inquiries
To improve our services and website
To comply with legal and regulatory requirements

3. Information Sharing

We never sell your personal information.

We may share information with:

Service Providers: Email services (Mailchimp), analytics (Google Analytics, Hotjar)
Legal Requirements: When required by law or regulatory authorities
Business Transfers: In connection with a merger or acquisition
With Your Consent: When you explicitly authorize sharing

4. Data Security

We implement industry-standard security measures:

SSL/TLS encryption for all data transmission
Strict Content Security Policy (CSP)
Regular security audits and updates
Limited access to personal information
No storage of sensitive financial data

5. Marketing Communications

We only send marketing emails with your explicit consent. All marketing emails:

Require double opt-in confirmation
Include clear unsubscribe links
Honor unsubscribe requests immediately
Are sent through compliant email service providers

6. Cookies and Tracking

We use cookies and similar technologies for:

Essential website functionality
Analytics (with consent)
Security and fraud prevention

You can control cookies through your browser settings. Disabling cookies may affect website functionality.

7. Your Rights

You have the right to:

Access your personal information
Correct inaccurate information
Request deletion of your information
Opt-out of marketing communications
Request data portability

To exercise these rights, contact us at the information provided below.

8. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children. If we learn we have collected information from a child, we will delete it promptly.

9. International Users

Our services are intended for U.S. residents. If you access our website from outside the United States, you consent to the transfer of your information to the United States.

10. California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA). You may request information about our data practices and exercise your rights by contacting us.

11. Changes to This Policy

We may update this policy from time to time. We will notify you of material changes by posting the new policy on this page and updating the effective date.

12. Contact Us

For privacy-related questions or to exercise your rights:

Aurea Investments, LLC

342 N Water St Suite 600

Milwaukee, WI 53202

(414) 236-6960 ext. 800

Visit our contact page for more options.

For Form ADV Part 2A with complete disclosures, visit our ADV disclosure.

This privacy policy is provided by Aurea Investments, LLC, a registered investment advisor. We are committed to protecting your privacy and complying with all applicable data protection laws.

Effective Date: August 26, 2025

Our Privacy Commitment

We never store personal financial data. Your sensitive information stays with you and your broker. We only collect what's necessary to provide our services and communicate with you.

1. Information We Collect

Information You Provide:

Name and contact information (email, phone)
Portfolio size ranges (not exact amounts)
General allocation preferences
Current advisor type (if provided)

Automatically Collected:

IP address and browser information
Device and operating system
Pages visited and time spent
Referral source

2. How We Use Your Information

To provide investment advisory services
To send educational content and market insights (with your consent)
To respond to your inquiries
To improve our services and website
To comply with legal and regulatory requirements

3. Information Sharing

We never sell your personal information.

We may share information with:

Service Providers: Email services (Mailchimp), analytics (Google Analytics, Hotjar)
Legal Requirements: When required by law or regulatory authorities
Business Transfers: In connection with a merger or acquisition
With Your Consent: When you explicitly authorize sharing

4. Data Security

We implement industry-standard security measures:

SSL/TLS encryption for all data transmission
Strict Content Security Policy (CSP)
Regular security audits and updates
Limited access to personal information
No storage of sensitive financial data

5. Marketing Communications

We only send marketing emails with your explicit consent. All marketing emails:

Require double opt-in confirmation
Include clear unsubscribe links
Honor unsubscribe requests immediately
Are sent through compliant email service providers

6. Cookies and Tracking

We use cookies and similar technologies for:

Essential website functionality
Analytics (with consent)
Security and fraud prevention

You can control cookies through your browser settings. Disabling cookies may affect website functionality.

7. Your Rights

You have the right to:

Access your personal information
Correct inaccurate information
Request deletion of your information
Opt-out of marketing communications
Request data portability

To exercise these rights, contact us at the information provided below.

8. Children's Privacy

9. International Users

Our services are intended for U.S. residents. If you access our website from outside the United States, you consent to the transfer of your information to the United States.

10. California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA). You may request information about our data practices and exercise your rights by contacting us.

11. Changes to This Policy

We may update this policy from time to time. We will notify you of material changes by posting the new policy on this page and updating the effective date.

12. Contact Us

For privacy-related questions or to exercise your rights:

Aurea Investments, LLC

342 N Water St Suite 600

Milwaukee, WI 53202

(414) 236-6960 ext. 800

Visit our contact page for more options.

For Form ADV Part 2A with complete disclosures, visit our ADV disclosure.

This privacy policy is provided by Aurea Investments, LLC, a registered investment advisor. We are committed to protecting your privacy and complying with all applicable data protection laws.

Privacy Policy

Our Privacy Commitment

1. Information We Collect

Information You Provide:

Automatically Collected:

2. How We Use Your Information

3. Information Sharing

4. Data Security

5. Marketing Communications

6. Cookies and Tracking

7. Your Rights

8. Children's Privacy

9. International Users

10. California Privacy Rights

11. Changes to This Policy

12. Contact Us

Privacy Policy

Our Privacy Commitment

1. Information We Collect

Information You Provide:

Automatically Collected:

2. How We Use Your Information

3. Information Sharing

4. Data Security

5. Marketing Communications

6. Cookies and Tracking

7. Your Rights

8. Children's Privacy

9. International Users

10. California Privacy Rights

11. Changes to This Policy

12. Contact Us