Privacy Policy

Introduction

HFM Advisors respects our clients’ rights to privacy. All personal information that we collect from you in connection with the services provided is held in strict confidence. We do not disclose your personal information to nonaffiliated third parties, except as permitted, or required, by law. Our policy regarding your personal information follows:

  • We limit employee and affiliate access to information to those who have a business or professional reason for knowing, and to nonaffiliated parties only as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that we can discuss your financial situation with your accountant or lawyer.) We ask unaffiliated third parties that are permitted access to your personal information to also maintain strict standards of privacy and not to share any nonpublic personal information obtained from us for unrelated purposes.
  • The nonpublic personal information that we collect from you depends upon the scope of our services to you. It may include information about your personal finances and information about your health to the extent that it is needed for the planning process.
  • We maintain a secure office environment to protect your information from unreasonable risk.
  • Federal and state regulators may review firm records as permitted under law.
  • We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
  • Personally identifiable information about you will be maintained by us during the time you are a client and for at least the time period thereafter that such records are required to be maintained by federal and state securities laws.

This privacy policy (“Policy”) and this site’s Terms of Service (together the “Terms”) govern all use of https://hfmadv.com and that site’s services (together the “Site” or “Services”). The owners and contributors to the Site will be referred to as “we,” “us,” or “our” in this Policy. By using the Site or its Services, and/or by clicking anywhere on this Site to agree to the Terms and this Policy, you are deemed to be a “user” for purposes of this Policy. You and every other user (“you” or “User” as applicable) are subject to this Policy. You and each user also agree to the Terms by using the Services. In these Terms, the word “Site” includes the site referenced above, its owner(s), contributors, suppliers, licensors, and other related parties.

We provide this privacy statement explaining our online information practices, so that you can decide whether and how to interact with the Site and the Services.

We may release your information when we deem it appropriate to comply with the law, enforce our site policies, or protect ours or others’ rights, property, or safety.

This online privacy policy applies only to information collected through our website and not to information collected offline.

Please also review our Terms of Use section that governs the use and the users of the Site.

By using our site, you consent to our privacy policy.

If we decide to change our privacy policy, we will post those changes on this page. If we have your email address, we may also send an email notifying you of any changes.

Mobile Device Privacy

The following applies to our site, when viewed on a mobile device:
When accessed with a mobile deivce, our site may collect information automatically, such as the type of mobile device you have, device identifiers, and information about your use of the site. Regardless of the device you use to access the site, it will also collect information you provide, as well as information about your interaction with the site and its content.
If location services are activated on your mobile device, our site may collect information about the location of your device. Your mobile network service providers may collect device-specific information, such as a device identifier, when you use our website or one of our mobile applications. This information collected by your mobile network service will not be associated with your user account with us, or with your personally identifiable information.

Cookies

This site uses cookies. Cookies are small pieces of code that the Site or a service provider will put on your computer if your Web browser allows it. The Site uses cookies to recognize and keep certain information. On the Site, that information may be used to recognize your computer and browser from current or past visits to the Site or related sites. We may use this cookie-captured information to improve our service to you, to aggregate information about visitors to the Site and their behavior, to remember and process items in your shopping cart, to understand and save user preferences, or to keep track of advertising. We may contract with third-party service providers to assist us in better understanding our site visitors.
In most Internet browsers, you can change your settings so that you will be warned each time a cookie is being sent, or so that cookies will be turned off. With cookies blocked, some functions of the Site may not operate properly.

Disputes

We are based in and you are contracting to use our Site. This Policy and all matters arising from your use of the Site are governed by and will be construed according to the laws of , without regard to any choice of laws rules of any jurisdiction. The federal courts and state courts that have geographical jurisdiction over disputes arising at our office location in will be the only permissible venues for any and all disputes arising out of or in connection with this Policy or the Site and Service.

No Users Under the Age of 13

The Site is not intended for children under the age of 13. Children under the age of 13 should not use the Site at any time. We do not knowingly collect personal information from children under the age of 13. If we obtain actual knowledge that we have collected information from anyone under the age of 13, we will erase that information from our servers. It is a violation of our Terms of Service for children under the age of 13 to use the Site.

Terms Contact

If you have any questions about these Terms, please address them to .

Last Updated

These terms were last updated on February 14, 2017