Privacy Policy
We do not share your personal data with third parties for marketing or promotional purposes. We may share your data with third parties only in the following circumstances:
We collect various types of personal data, including:
We collect personal data using various methods, primarily through forms on our website:
We use your personal data for the following purposes:
We implement appropriate security measures to protect your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. These measures include:
You have the following rights regarding your personal data:
You have the right to opt out of receiving marketing communications from us at any time by:
More on mobile information usage, collection, and privacy:
We may change this Privacy Statement from time to time when necessary to reflect changes in our services, how we use personal information, or applicable law.
If we make changes, we will revise the “Last Updated” date at the top of the statement. If we make material changes, we will provide notice or obtain consent as required by law.
We encourage you to review the Privacy Statement whenever you access our services to stay informed about our privacy practices.
All written content is for informational purposes only and should not be construed as financial, investment, tax, or legal advice. The views and opinions expressed herein are solely those of Cloud Investments, LLC, and its editorial staff. While the information provided is believed to be from reliable sources, Cloud Investments, LLC makes no representations or warranties, express or implied, as to its accuracy, completeness, or applicability to any individual circumstances.
Before making any financial decisions, you should consult with a qualified financial professional.
Advisory services are offered by Cloud Investments, LLC, a Registered Investment Advisor with the SEC. Insurance products and services are offered through Cloud Financial, Inc. Cloud Investments, LLC and Cloud Financial, Inc. are affiliated companies. Cloud Investments, LLC does not offer tax planning or legal services, but may provide references to accounting, tax services or legal providers. They may also work with your attorney or independent tax or legal advisor.
Registration with the SEC does not imply a certain level of skill or training. Cloud Investments, LLC does not provide tax or legal services but may offer referrals to independent professionals in these areas. Clients are encouraged to seek personalized advice from a licensed attorney or tax professional regarding their specific needs.
RiskFirst® is a registered trademark of Redwood Investment Management.