Privacy Policy
Last updated: January 2024
Introduction
MFI Management, LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
Information We Collect
Personal Information
We may collect personal information that you voluntarily provide to us when you:
- Fill out a contact form on our website
- Subscribe to our newsletter or communications
- Request information about our services
- Become a client of our investment advisory services
This information may include: name, email address, phone number, mailing address, and financial information relevant to investment advisory services.
Automatically Collected Information
When you visit our website, we may automatically collect certain information about your device and usage, including: IP address, browser type, operating system, referring URLs, pages viewed, and time spent on pages.
How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our services
- Communicate with you about your inquiries or account
- Send you information about our services (with your consent)
- Comply with legal and regulatory requirements
- Protect against fraud and unauthorized transactions
- Analyze website usage to improve user experience
Information Sharing
We do not sell your personal information. We may share your information with:
- Service providers who assist us in operating our business (e.g., custodians, technology providers)
- Regulatory authorities as required by law or regulation
- Professional advisors such as attorneys and accountants
- Business successors in connection with a merger, acquisition, or sale of assets
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Cookies
We use cookies and similar tracking technologies to enhance your browsing experience. For detailed information about our cookie practices, please see our Cookie Policy.
Your Rights
Depending on your location, you may have certain rights regarding your personal information, including:
- Access to your personal information
- Correction of inaccurate information
- Deletion of your information (subject to legal requirements)
- Opt-out of marketing communications
- Restriction of processing in certain circumstances
Regulatory Disclosure
As a registered investment advisor, MFI Management, LLC is subject to SEC regulations. Additional information about our privacy practices related to investment advisory services is provided in our Form ADV Part 2A, which is available upon request or through the SEC's website.
Children's Privacy
Our website and services are not directed to individuals under 18. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy periodically. The "Last updated" date at the top indicates the most recent revision. We encourage you to review this policy regularly.
Contact Us
If you have questions about this Privacy Policy, please contact us:
MFI Management, LLC
248 Addie Roy Rd
Austin, TX 78746
Phone: +1 (208) 997-7213
Email: help@mfimanagement.org