Privacy Policy

1. Information We Collect

We may collect the following types of information:

  • Personal details such as name and email address when you contact us

  • Technical data including IP address, browser type, and device information

  • Usage data such as pages visited and time spent on the website

2. How We Use Your Information

We use the collected information to:

  • Respond to your inquiries or messages

  • Improve website performance and user experience

  • Monitor analytics and website usage

  • Maintain website security and prevent fraud

3. Cookies

LumiPortfolio may use cookies to enhance functionality and improve your browsing experience. You can choose to disable cookies through your browser settings.

4. Third-Party Services

We may use third-party tools or services (such as analytics or hosting providers). These third parties have their own privacy policies, and LumiPortfolio is not responsible for their practices.

5. Data Security

We implement reasonable security measures to protect your personal information. However, no method of transmission over the internet is 100% secure.

6. External Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites.

7. Your Consent

By using LumiPortfolio, you consent to this Privacy Policy.

8. Policy Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page.

9. Contact Us

If you have any questions regarding this Privacy Policy, please contact us at:
📧 Email: [Your Email Address]

LumiPortfolio

LumiPortfolio is a Registered Investment Advisor in Massachusetts. As fiductaries we are commnited to acting in your best interest at all times. All investments cany risk including the potential loss of principal. Please read our disclosures and privacy policy for important details.

© LumiPortfolio