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Privacy Policy: Your Trust, Our Commitment

Welcome to Modern Edge Capital

Modern Edge Capital ("we," "us," or "our") operates https://www.modernedgecapital.com (the "Service"). This Privacy Policy outlines how we collect, protect, and use information when you visit our site, ensuring your confidence in our retirement planning and wealth management services. By using our Service, you agree to the terms described here and in our Terms and Conditions, which together form your agreement with us.

Key Definitions

  • Service: Our website, https://www.modernedgecapital.com.
  • Personal Data: Information identifying you, such as your name or Social Security number.
  • Usage Data: Automatically collected data, like visit duration, to improve your experience.
  • Cookies: Small files stored on your device to enhance site functionality.
  • Data Controller: Us, Modern Edge Capital, managing your data.
  • Data Processors: Trusted partners processing data on our behalf.
  • User: You, the individual engaging with our Service.

How We Collect and Use Your Information

We gather various types of data to deliver exceptional wealth management and retirement solutions:

  • Personal Data: Including Social Security number, income, assets, phone number, email, and account details—collected when you open an account, seek advice, or manage investments.
  • Purpose: We use this data to process transactions, tailor financial strategies, and enhance our Service. Cookies and similar tools may connect your activity to marketing efforts, which you can opt out of at https://app.retention.com/optout.

Why and How We Share Your Information

Financial firms like ours share data to operate effectively. Here’s how:

  • Everyday Business: Yes, we share to manage accounts and comply with legal requests (no opt-out).
  • Marketing: Yes, we share to promote our services (opt-out available).
  • Joint Marketing: No, we don’t share with other firms for joint promotions.
  • Affiliates: Yes, for transaction-related purposes (no opt-out); no, for creditworthiness (we don’t share).
  • Nonaffiliates: No, we don’t share for their marketing. To limit sharing, email us at [email protected]. New clients’ data may be shared 30 days after this notice; former clients’ data follows this policy unless limited.

Text Messaging

  • pt-Out: Reply "STOP" to unsubscribe from texts instantly—confirmed by a follow-up message.
  • Rates: Standard carrier rates may apply; carriers aren’t liable for delays.
  • Confidentiality: We don’t share mobile data with third parties for marketing, though trusted providers may access it solely for SMS delivery.
  • Terms: Texts update you on accounts; frequency varies. Contact us for help at 786-618- 4278

Our Commitment to Security

We protect your data with federal-law-compliant measures like encryption, secure files, and restricted access. While no online system is 100% secure, we prioritize your privacy with industrystandard safeguards.

Who We Are and What We Do

  • Provider: Modern Edge Capital, an SEC-registered investment adviser.
  • Protection: Robust security aligns with federal standards.
  • Collection: Data comes from you—via account openings, deposits, or advice sessions— and occasionally from other financial institutions.
  • Joint Accounts: Limiting sharing applies to all account holders unless specified otherwise.

Your Rights and Choices

Federal law limits some sharing (e.g., creditworthiness or nonaffiliate marketing), but not all (e.g., business operations). State laws may offer more options. We retain data as needed for legal compliance or analysis, transferring it securely to the U.S. if you’re abroad. For GDPR (EU/EEA) or CalOPPA (California) rights—like accessing or deleting data—email [email protected]. We honor "Do Not Track" signals and don’t collect data from children under 18.

Service Providers and Analytics

We use trusted partners (e.g., Google Analytics) to analyze usage and improve our Service. These providers access data only for agreed purposes. Learn more at https://policies.google.com/privacy

Updates and Contact

We may update this policy, notifying you via email or our site. Review it periodically at https://policies.google.com/privacy. Questions? Reach us at [email protected] or 786-618-4278

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Location

2600 N. Military Trail Suite 420, Boca Raton, FL, 33431

Connect

1(561) 572-7850

CRD # 6736413 | © Modern Edge capital | All rights reserved.

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We encourage you to verify your financial professional’s background using FINRA’s BrokerCheck. The information provided here comes from sources we believe to be reliable, but it’s not intended as tax or legal advice—please consult a qualified professional for guidance tailored to your situation. This content is for general informational purposes only and not a solicitation to buy or sell securities. Securities and investment advisory services are offered through Hornor, Townsend & Kent, LLC (HTK), a Registered Investment Advisor and member of FINRA/SIPC, located at 600 Dresher Rd., Horsham, PA 19044 (800-873-7637, www.htk.com). HTK, a wholly-owned subsidiary of The Penn Mutual Life Insurance Company, is unaffiliated with 1847 Financial and other entities listed. Opinions expressed are those of Modern Edge Capital and may not reflect HTK or its affiliates, who do not provide tax or legal advice. We are licensed for insurance and securities in Pennsylvania—contact us for a full list of licensed states. This is not an offer or solicitation in states where we are not properly licensed or registered. Always seek personalized advice from a qualified advisor for your unique circumstances.

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