Privacy Policy

Last updated: May 26, 2026

Anchor Financial Investments LLC ("Anchor," "we," "us," or "our") is committed to protecting the privacy and security of the personal and financial information entrusted to us. This Privacy Policy describes the information we collect, how we use and safeguard it, and the choices available to you.

1. Information We Collect

We collect information necessary to provide investment advisory and financial planning services, including:

• Identifying information such as your name, address, email, phone number, and date of birth.
• Financial information such as income, assets, liabilities, account balances, investment objectives, and risk tolerance.
• Information you provide through forms, consultations, applications, and correspondence.
• Website usage data such as IP address, browser type, and pages visited, collected through standard web technologies.

2. How We Use Your Information

We use the information we collect to:

• Provide, manage, and improve our advisory and planning services;
• Develop and maintain your financial plan and investment portfolio;
• Communicate with you about your accounts, our services, and relevant updates;
• Comply with legal, regulatory, and recordkeeping obligations.

3. How We Share Your Information

We do not sell your personal information. We may share information only as necessary to serve you and as permitted by law, including with:

• Third-party custodians who hold your accounts;
• Service providers who support our operations under confidentiality obligations;
• Regulatory authorities or as required by applicable law, subpoena, or legal process.

4. How We Protect Your Information

We maintain physical, electronic, and procedural safeguards designed to protect your information, including encryption, access controls, and ongoing staff training. While no system is completely secure, we continually work to protect your data against unauthorized access.

5. Cookies & Web Technologies

Our website may use cookies and similar technologies to improve functionality and understand how visitors use the site. You can control cookies through your browser settings; disabling them may affect certain features.

6. Your Choices & Rights

You may request access to, correction of, or deletion of your personal information, subject to legal and regulatory requirements. To exercise these choices, contact us using the details below.

7. Retention

We retain your information for as long as your relationship with us continues and as required to meet legal, regulatory, and recordkeeping obligations.

8. Children's Privacy

Our services and website are not directed to individuals under 18, and we do not knowingly collect information from children.

9. Changes to This Policy

We may update this Privacy Policy periodically. The "Last updated" date above reflects the most recent revision. Material changes will be communicated through our website.

10. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

• Anchor Financial Investments LLC
• 4807 Cutler Drive NW, Huntsville, AL 35810
• Phone: +1 256-444-1325
• Email: privacy@anchorfinancialinvestments.xyz