Privacy Policy
Information We Collect
Vetta Investments LLC collects personal information necessary to provide investment advisory services and comply with regulatory requirements. This may include:
- Name, address, email, and phone number
- Social Security number or tax identification number
- Financial information including income, net worth, and investment experience
- Account information and transaction history
- Information collected through our website, such as IP addresses and browsing activity
How We Use Your Information
We use personal information to provide and improve our investment advisory services, communicate with clients, comply with legal and regulatory obligations, and protect against fraud and unauthorized activity. We do not sell personal information to third parties.
Information Sharing
We may share personal information with third parties only as necessary to provide our services or as required by law. This includes sharing with our custodian (Interactive Brokers), service providers who assist in our operations, and regulatory authorities as required.
Data Security
We maintain physical, electronic, and procedural safeguards to protect personal information. Access to client information is restricted to authorized personnel who need the information to perform their duties.
Cookies and Website Tracking
Our website may use cookies and similar technologies to improve user experience and analyze website traffic. You can control cookie settings through your browser preferences.
Your Rights
You have the right to access, correct, or request deletion of your personal information. To exercise these rights, please contact us at [email protected].
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify clients of any material changes through our website or direct communication.
Questions? If you have questions about our privacy practices, please contact us at [email protected].