Privacy Policy

Cruz Capital Management LLC Privacy Policy Effective Date: January 1, 2026 At Cruz Capital, we value your trust and strive to be open about how we handle your personal details. This guide explains how we gather, use, and protect your information. 1. WHAT WE COLLECT We gather specific details to serve you better, including: • Contact Info: Name, email, phone number, and mailing address. • Transactions: Financial details related to your investment consulting. • Digital Data: Your IP address, browser type, and how you interact with our website. • Inquiries: Information you submit through our contact forms or emails. 2. HOW WE GATHER DATA We collect info when you: • Provide it directly: By filling out forms or requesting our services. • Visit our site: Using cookies and analytics tools that track website usage. 3. DATA PRIVACY PROMISE Cruz Capital does NOT sell, rent, or trade your personal information with outsiders for marketing. We use your data only to provide our services and communicate with you. We only share information if required by a court of law. 4. SECURITY MEASURES We use professional-grade security to keep your data safe, including: • Secure databases and encryption • Advanced firewalls • Restricting data access to essential staff only 5. YOUR RIGHTS You are in charge of your data. You can ask to see what we have, correct mistakes, or ask us to delete your info. To do so, please email us at [Insert Email Address]. 6. CALIFORNIA RESIDENTS (CCPA) If you live in California, you have the right to know what data is collected and to request its deletion. While we do not sell data, we respect all CCPA guidelines. 7. DATA SHARING LIMITATIONS • We never share customer data with third parties for their own promotional use. • Mobile opt-in data and SMS consent are strictly confidential and are never shared with anyone for any reason. 8. TEXT MESSAGING (SMS) TERMS 1. Purpose: We use text messaging to answer your questions and provide support. 2. Opt-Out: Text 'STOP' at any time to unsubscribe. We will send one final text to confirm you are removed. 3. Support: Text 'HELP' for assistance or email Info@cruzcapitalmgmt.com. 4. Reliability: Delivery depends on your mobile carrier and is not guaranteed. 5. Costs: Standard message and data rates may apply. Frequency depends on our conversation. Cruz Capital is dedicated to your privacy. We update these policies regularly to stay current with new laws and best practices.