Privacy Policy
Effective: December 2025
Information We Collect
We collect personal information you provide directly — including name, email, phone, and any context you share through our contact and booking forms or client portal. For clients, we may also collect financial information necessary to deliver advisory services.
How We Use Information
Your information is used solely to deliver our services, respond to inquiries, schedule consultations, comply with regulatory obligations, and improve our website. We do not sell or rent personal information.
Sharing
We share information only with service providers who help us deliver advisory services (custodians, accountants, attorneys you direct us to coordinate with) and where required by law.
Security
Personal information is stored on encrypted servers, accessed via role-based authentication. The client portal uses bcrypt-hashed passwords and JWT-secured sessions. We follow Reg S-P safeguards consistent with the SEC's customer-information rule.
Your Choices
You may request access, correction, or deletion of your personal information at any time by writing to helliotassociates@gmail.com.
Changes
We may update this policy from time to time. Material changes will be posted here with an updated effective date.