Privacy Policy

Archalos is committed to safeguarding the confidential information of its clients. Archalos holds all personal information provided by clients in the strictest confidence and it is the objective of the firm to protect the privacy of all clients. Except as permitted or required by law, Archalos does not share confidential information about clients with nonaffiliated parties. In the event that there were to be a change in this policy, the firm will provide clients with written notice and clients will be provided an opportunity to direct Archalos as to whether such disclosure is permissible.

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 with your personal information

The types of personal information we collect, and share depend on the product or service you have with us. This information can include social security number, income, account balances, assets, investment experience, and transaction history.

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons Archalos chooses to share, and whether you can limit this sharing

Reasons we share your personal information:

• For our everyday business purposes such as to process your transactions, maintain your accounts(s), respond to court orders and legal investigations. We do share this information and sharing cannot be limited by the consumer.
• Information developed as part of financial plans, analyses or investment advisory services. We do share this information and sharing cannot be limited by the consumer.
• For our affiliates' everyday business purposes. If you invest in the Archalos Fund, we share information with our Fund(s) to oversee your investments. We do share this information and sharing cannot be limited by the consumer.

At your request, we may disclose nonpublic personal information to financial service providers, including but not limited to CPAs, mortgage brokers, or insurance companies. Archalos does not share with non-affiliates so they can market to you and Archalos does not jointly market.

How Does Archalos Collect My Personal Information?

We collect your personal information, for example, when you:

• Enter into an investment advisory agreement
• Seek financial advice
• Make deposits or withdrawals from your account
• Tell us about your investment or retirement portfolio
• Give us your contact information

How We Protect Your Information

Archalos maintains a comprehensive information security program designed to ensure the security and confidentiality of customer information, protect against threats or hazards to the security of such information and prevent unauthorized access. This program includes:

• Procedures and specifications for administrative, technical, and physical safeguards.
• Programs to detect, prevent and, when necessary, respond to attacks, intrusions, or unauthorized access to confidential information.
• Restricting access of customer information to employees who need to know that information to provide products and services to you and appointing specific employees to oversee our information security program.

Federal law gives you the right to limit sharing of your personal information to:

• Use for affiliates’ everyday business purposes
• Use for affiliates to market to you
• Use for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Residents of California

Under the California Consumer Privacy Act of 2018 (the “CCPA”), California residents have certain rights around Archalos’ collection, use and sharing of their personal information. California residents, please refer to the California Consumer Privacy Notice as provided in the 2018 CCPA Act.

We encourage you to check our website frequently to see when this Privacy Policy was last revised and to be informed of how we are committed to protecting your information.

In the event that Archalos has a change to its customer privacy policy that would allow it to disclose nonpublic information not covered under applicable law, we will allow clients the opportunity to opt out of such disclosure.

If there are any questions regarding this Privacy Policy Notice, please contact us using this form.