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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.modernedgecapitalllc.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.modernedgecapitalllc.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, call us at 1(561) 270-4047. New clients’ data may be shared 30 days after this notice; former clients’ data follows this policy unless limited.

Opted-In SMS Information

By providing your mobile number, you consent to receive SMS messages from Modern Edge Capital LLC related to account updates, appointment reminders, and information about our financial services. Message frequency may vary. You may opt out at any time by replying STOP. You will receive a confirmation message upon opting out. For assistance, reply HELP or contact us at (561) 572-7850 Message and data rates may apply. Mobile carriers are not responsible for delayed or undelivered messages. We are committed to protecting your privacy. Your mobile information will not be sold or shared with third parties for marketing purposes. It may be shared only with trusted service providers as necessary to deliver SMS communications.

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

  • 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. 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: info@modernedgecapitalllc.com or call us at 1(561) 270-4047.

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