Privacy Policy

Introduction

Avidity Capital Inc. is committed to protecting the privacy and confidentiality of personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard personal information obtained through our website and services. By accessing or using our website, platform, or services, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect personal information that you provide directly to us, including name, email address, phone number, and details you share in inquiry forms. For advisory clients, we may additionally collect financial information including income, assets and liabilities, investment holdings, and other data necessary to provide planning services.

When you visit our website, we may collect certain information automatically, including IP address, device type, browser type, and usage patterns. Our website uses third-party tools that may collect or process this information to help us identify and respond to inquiries.

How We Use Information

We use personal information to provide financial planning tools and services, maintain user accounts, communicate with users and clients, improve website functionality, respond to service requests, and comply with legal and regulatory requirements. We do not sell personal information to third parties.

Sharing of Information

We may share information with third-party service providers who assist in operating our business, including technology, website, hosting, lead-management, and customer-relationship providers, as well as payment processors where applicable. These providers may process personal information on our behalf and are expected to maintain appropriate safeguards.

For advisory clients, we may share information with financial institutions or custodians, including LPL Financial, when necessary to facilitate transactions or manage accounts. We may also disclose information when required to comply with legal obligations, court orders, or to protect against fraud.

We do not sell personal information, and we do not share it with third parties for their own independent marketing purposes.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, or misuse. While we take reasonable precautions, no method of electronic transmission or storage is completely secure.

California Privacy Rights (CCPA)

California residents may have additional rights under the California Consumer Privacy Act, including the right to request access to personal information collected, request deletion (subject to legal exceptions), and request disclosure of the categories of personal information collected. Avidity Capital Inc. does not sell personal information. To exercise these rights, contact us using the information below.

Regulation S-P Privacy Notice

Federal law requires registered investment advisers to inform clients about how personal information is collected and shared. Avidity Capital Inc. collects nonpublic personal information only as necessary to provide advisory services and maintains safeguards to protect client information that comply with federal law. We restrict access to nonpublic personal information to those who need it to provide services to you.

Contact Information

For questions about this Privacy Policy or to exercise privacy rights: