Privacy Policy

1. Introduction

Our Commitment to You

Authentic Counsel, LLC (“WealthBuilders Investments” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). The Advisor conducts business under WealthBuilders Investments.

Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. WealthBuilders Investments (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you.

WealthBuilders Investments does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below.

Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy.

Why you need to know?

Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information.

2. Information We Collect

When you visit our website, we may collect the following information:

Personal identification information (Name, email address, phone number, etc.)Technical data (IP address, browser type, operating system, etc.)

When we consult with you we collect the following:

•Driver’s license number

•Date of birth

•Social security or taxpayer identification number

•Assets and liabilities

•Name, address and phone number[s]

•Income and expenses

•E-mail address[es]

•Investment activity

•Account information (including other institutions)

•Investment experience and goals

What Information do we collect from other sources?

•Custody, brokerage and advisory agreements

•Account applications and forms

•Other advisory agreements and legal documents

•Investment questionnaires and suitability documents

•Transactional information with us or others

•Other information needed to service account

3. How We Use Your Information

We use the information we collect to:

Provide, maintain, and improve our services. Process transactions and send transaction notifications. Respond to your requests, comments, or questions. Send newsletters, marketing emails, and other information that may be of interest to you (only if you have opted in for marketing communications).

4. How do we protect your information?

To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information.

We require third parties that assist in providing our services to you to protect the personal information they receive from us.

5. Cookie Policy

We use cookies on our website to enhance user experience and analyze website traffic. Cookies are small files that a site or its service provider transfers to your computer's hard drive through your web browser (if you allow) that enables the site's systems to recognize your browser and capture and remember certain information.

You can choose to disable cookies through your browser settings. However, doing so may affect the functionality of our website.

6. Marketing Opt-In How do we share your information?

When you sign up for our services or make a purchase, you will have the option to opt-in to receive marketing communications from us. If you choose to opt-in, we will send you information about our products, services, and promotions. You can unsubscribe from these communications at any time by clicking the "unsubscribe" link at the bottom of our emails.

7.How Do We Share Your Information?

An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information.