Last Updated: September 24, 2023
This Policy covers our treatment of personal information gathered when you are on our website and when you use our services. This policy does not apply to the practices of third parties that we do not own or control.
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service you have with us. If you are a client, this information can include:
Social Security number
Financial account balances, holdings, and transaction history
Investment experience, income, and assets
When you are no longer our client, we continue to share your information as described in this notice.
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons clients choose to share; and whether you can limit this sharing.
Reasons we can share your personal information:
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
For our marketing purposes—to offer our products and services to you
How does Covenant Wealth Advisors protect your personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Covenant Wealth Advisors collect my personal information?
We collect your personal information, for example, when you
Sign an investment advisory agreement
Open an account
Request investment or financial planning advice
Tell us about your investment or retirement portfolio
Visit our website or request information via our website
Online Personal Data collected for the following purposes and using the following services:
1. Information We Collect
We collect various types of personal information from our users, as explained in more detail below.
1.1 Automatic Collection: Our servers automatically record information when you visit our website, including your IP address, the time of your visit, and the page you viewed.
1.2 Information from Google Analytics: We use Google Analytics to gather data about our website visitors. This includes but is not limited to browser type, device type, geographic location, pages viewed, and other such information. Google may use the data collected to contextualize and personalize the ads of its own advertising network.
1.3 Information from Facebook Ads: If you've come to our site through a Facebook Ad, Facebook may collect information about your visit as per its data policy. This could include actions you take during your visit and other related data.
1.4 Voluntary Information: We may also collect personal information that you provide to us when signing up for newsletters, webinars, or other content.
2. How We Use Information
We use the information collected to improve our website, analyze trends, and improve our services.
3. Information Sharing and Disclosure
3.1 By Law or to Protect Rights: If we believe the release of information about you will prevent harm or is necessary to comply with a law, regulation, legal process, or governmental request, we may share your information.
3.2 Third-Party Service Providers: We may share your information with third parties who perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.
5. Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.
We employ appropriate measures to protect personal information in our possession against loss, theft, unauthorized access, disclosure, copying, use, or modification.
7. Children's Privacy
Our site is intended for adults and is not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.
8. Google's Required Disclosures
8.1 Google Analytics: We've implemented Google Analytics features based on Display Advertising (e.g., Remarketing, Google Display Network Impression Reporting, DoubleClick Campaign Manager integration, or Google Analytics Demographics and Interest Reporting). Visitors can opt-out of Google Analytics for Display Advertising and customize Google Display Network ads using the Ads Settings.
8.2 Remarketing with Google Analytics: We use remarketing codes to log when users view specific pages. This allows us to provide targeted advertising in the future.
9. Your Rights and Choices
You may contact us to review, amend, or delete the personal information you provided. You may also opt out of receiving marketing communications from us.
10. Changes to this Policy
11. Contact Us