Privacy Policy

Last Updated: April 8, 2025

Introduction

Welcome to Stuart Investment Advisors, Inc. ("we," "our," or "us"). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (the "Site"), including any other media form, media channel, mobile website, or mobile application related or connected thereto.

Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Site. By accessing or using our Site, you signify your consent to the terms of this Privacy Policy.

Information We Collect

We may collect information about you in a variety of ways. The information we collect on the Site includes:

Personal Data

Personally identifiable information that you voluntarily provide to us when registering with the Site, expressing an interest in obtaining information about us or our products and services, or otherwise contacting us. This personal information may include, but is not limited to:

  • Full name

  • Email address

  • Phone number

  • Mailing address

  • Financial information (for investment advisory services)

  • Employment and income information

  • Investment objectives and risk tolerance

  • Social Security Number (for account opening purposes)

  • Date of birth

Derivative Data

Information our servers automatically collect when you access the Site, such as your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing the Site.

Financial Data

Financial information, such as data related to your payment method (e.g., valid credit card number, card brand, expiration date) that we may collect when you purchase, order, return, exchange, or request information about our services. We store only very limited, if any, financial information that we collect. Otherwise, all financial information is stored by our payment processor, [Payment Processor Name], and you are encouraged to review their privacy policy and contact them directly for responses to your questions.

Mobile Device Data

Device information, such as your mobile device ID, model, and manufacturer, and information about the location of your device, if you access the Site from a mobile device.

Third-Party Data

Information from third parties, such as personal information or network friends, if you connect your account to the third party and grant the Site permission to access this information.

Cookies and Web Beacons

We may use cookies, web beacons, tracking pixels, and other tracking technologies on the Site to help customize the Site and improve your experience. Most browsers are set to accept cookies by default. You can remove or reject cookies, but be aware that such action could affect the availability and functionality of the Site.

How We Use Your Information

We may use the information we collect from you for a variety of purposes, including to:

  • Provide, operate, and maintain our Site and services

  • Improve, personalize, and expand our Site and services

  • Understand and analyze how you use our Site

  • Develop new products, services, features, and functionality

  • Communicate with you, including for customer service, updates about the Site and services, and marketing or promotional purposes

  • Process transactions and send you related information

  • Send you technical notices, updates, security alerts, and support and administrative messages

  • Respond to your comments, questions, and requests

  • Prevent fraudulent transactions, monitor against theft, and protect against criminal activity

  • Fulfill our legal and regulatory obligations, including maintaining books and records and filing reports

  • For any other purpose with your consent

Disclosure of Your Information

We may share information we have collected about you in certain situations. Your information may be disclosed as follows:

Legal Requirements

If required to do so by law or in response to valid legal requests such as a subpoena, court order, or government investigation.

Business Transfers

If we or our subsidiaries are involved in a merger, acquisition, or asset sale, your information may be transferred as a business asset.

Affiliates and Third-Party Service Providers

We may share your information with our affiliates and third-party service providers that perform services for us or on our behalf, including payment processing, data analysis, email delivery, hosting services, customer service, and marketing assistance.

Marketing Communications

With your consent, or with an opportunity for you to withdraw consent, we may share your information with third parties for marketing purposes.

Interactions with Other Users

If you interact with other users of the Site, those users may see your profile, posts, and activity.

Online Postings

When you post comments, contributions, or other content to the Site, your posts may be viewed by all users and may be publicly distributed outside the Site in perpetuity.

Security of Your Information

We use appropriate technical and organizational measures designed to protect the security of any personal information we process. However, please also remember that we cannot guarantee that the internet itself is 100% secure. Although we do our best to protect your personal information, transmission of personal information to and from our Site is at your own risk. You should only access the Site within a secure environment.

Financial Privacy Notice

As a financial company, we are required to tell you about our privacy practices and information sharing under the Gramm-Leach-Bliley Act. We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms

  • Information about your transactions with us, our affiliates, or others

  • Information we receive from consumer reporting agencies

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Your Privacy Rights

For California Residents

The California Consumer Privacy Act (CCPA) provides California residents with specific rights regarding their personal information. If you are a California resident, you have the right to:

  • Request information about the personal data we collect, use, and disclose

  • Request the deletion of your personal data

  • Opt-out of the sale of your personal data

To exercise your rights under the CCPA, please contact us using the information provided in the "Contact Us" section below.

For European Residents

If you are a resident of the European Union (EU) or European Economic Area (EEA), you have certain data protection rights under the General Data Protection Regulation (GDPR). We aim to take reasonable steps to allow you to correct, amend, delete, or limit the use of your personal information.

If you wish to be informed what personal information we hold about you and if you want it to be removed from our systems, please contact us using the information provided in the "Contact Us" section below.

In certain circumstances, you have the following data protection rights:

  • The right to access, update, or delete the information we have on you

  • The right of rectification

  • The right to object

  • The right of restriction

  • The right to data portability

  • The right to withdraw consent

Policy for Children

We do not knowingly solicit information from or market to children under the age of 13. If you become aware of any data we have collected from children under age 13, please contact us using the information provided in the "Contact Us" section below.

Controls for Do-Not-Track Features

Most web browsers and some mobile operating systems include a Do-Not-Track ("DNT") feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. No uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date and the updated version will be effective as soon as it is accessible. We encourage you to review this Privacy Policy frequently to be informed of how we are protecting your information.

Contact Us

If you have questions or comments about this Privacy Policy, please contact us at:

Stuart Investment Advisors, Inc.
623 W 38th St
Austin, TX 78705
(512) 478-2275
info@stuartadvisors.com


By using this Site, you acknowledge that you have read and understand this Privacy Policy.