PRIVACY POLICY
Effective Date: July 31, 2025
1. Introduction
InTrust Advisors (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal information in accordance with applicable federal and Florida state laws, including the Florida Digital Bill of Rights (FDBR), the Gramm-Leach-Bliley Act (GLBA), and other relevant regulations.
2. Information We Collect
We may collect the following categories of information:
a. Personal Information
3. How We Use Your Information
4. Sharing Your Information
We do not sell your personal information. We may share it with:
5. Your Florida Privacy Rights
If you are a Florida resident, you have the right to:
6. Data Retention
We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes.
7. Data Security
We implement industry-standard administrative, technical, and physical safeguards to protect your data. These include encryption, secure servers, access controls, and regular security audits. However, no system is completely secure, and we cannot guarantee absolute security.
8. Cookies and Tracking
We use cookies to enhance your experience. You may disable cookies through your browser settings. We use Google Analytics and similar tools to understand how users interact with our site. These tools may collect IP addresses, browser types, and usage data. You can opt out of Google Analytics by visiting https://tools.google.com/dlpage/gaoptout.
9. Your Choices
You may:
10. Children’s Privacy
Our services are not directed to individuals under 18. We do not knowingly collect data from minors.
11. Changes to This Policy
We may update this policy periodically. The latest version will always be posted on our website with the effective date.
12. Contact Us
If you have questions or wish to exercise your rights, please contact:
InTrust Advisors
114 S. Woodlynne Avenue
Tampa, FL 33609
1. Introduction
InTrust Advisors (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal information in accordance with applicable federal and Florida state laws, including the Florida Digital Bill of Rights (FDBR), the Gramm-Leach-Bliley Act (GLBA), and other relevant regulations.
2. Information We Collect
We may collect the following categories of information:
a. Personal Information
- Full name, address, email, phone number
- Social Security number or Tax ID
- Financial account numbers and investment details
- Employment and income information
- IP address, browser type, device information
- Website usage data (via cookies or analytics tools)
3. How We Use Your Information
- Deliver investment advisory services
- Maintain and service your accounts
- Comply with legal and regulatory obligations
- Communicate with you about your account or services
- Improve our website and client experience
4. Sharing Your Information
We do not sell your personal information. We may share it with:
- Custodians, broker-dealers, and service providers
- Legal or regulatory authorities when required
- Third parties assisting with compliance, auditing, or IT support
5. Your Florida Privacy Rights
If you are a Florida resident, you have the right to:
- Know what personal data we collect and why
- Request access to or deletion of your personal data
- Opt out of the sale or sharing of your personal data
- Limit the use of sensitive personal information
6. Data Retention
We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes.
7. Data Security
We implement industry-standard administrative, technical, and physical safeguards to protect your data. These include encryption, secure servers, access controls, and regular security audits. However, no system is completely secure, and we cannot guarantee absolute security.
8. Cookies and Tracking
We use cookies to enhance your experience. You may disable cookies through your browser settings. We use Google Analytics and similar tools to understand how users interact with our site. These tools may collect IP addresses, browser types, and usage data. You can opt out of Google Analytics by visiting https://tools.google.com/dlpage/gaoptout.
9. Your Choices
You may:
- Opt out of marketing communications
- Request access to or correction of your personal data
- Withdraw consent where applicable
10. Children’s Privacy
Our services are not directed to individuals under 18. We do not knowingly collect data from minors.
11. Changes to This Policy
We may update this policy periodically. The latest version will always be posted on our website with the effective date.
12. Contact Us
If you have questions or wish to exercise your rights, please contact:
InTrust Advisors
114 S. Woodlynne Avenue
Tampa, FL 33609