Privacy Policy

What we collect

When you request a consultation or contact us, we collect your name, phone, email and the details you share.

How we use it

To answer your request, provide our services and meet our record-keeping obligations as an investment adviser.

Text messages

If you opt in, we text you about your request. Message frequency varies. Reply STOP to opt out or HELP for help. We do not share your mobile number or SMS consent with third parties for marketing.

Sharing

We do not sell personal information. We share it only with service providers and custodians needed to serve you, or when the law requires it.

Your choices

You can ask to see, correct or delete your information at hello@averline.example.

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