At InvestHER Fiduciary Solutions (IFS), maintaining the privacy and security of your information is our top priority. We are dedicated to protecting the confidentiality of the information you share with us and implementing robust cybersecurity practices to prevent unauthorized access.

Privacy Commitment

We recognize that our relationship with you is built on trust, and we are committed to conducting business in a manner that is worthy of that trust. Any non-public personal information you provide is treated with the highest level of confidentiality. Whether you are an active client or have closed your accounts, we adhere to the privacy policies and practices outlined here.

How and Why We Collect Personal Information

IFS may collect "non-public personal information" about you to provide tailored financial services and solutions. This information may include your name, Social Security number, assets, income, account activity, and other details gathered from applications, transactions, or online interactions with us.

How We Protect Information

We implement physical, electronic, and procedural safeguards that comply with federal standards to protect your nonpublic personal information. Our employees and strategic partners follow strict confidentiality policies, and we limit access to your information to those who need it to provide services. Additionally, we only disclose your information to affiliates or third parties as required by law or as needed to support our services, such as financial institutions or service providers bound by confidentiality agreements. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

Our Commitment to Confidentiality

§We do not disclose any non-public personal information about current or former clients except as permitted by law.

§We restrict access to your data to employees or strategic partners who need it to provide services.

§We will not share your information with external organizations unless disclosed to you, authorized by you, or permitted by law.

§Medical information, if collected, is only used for insurance underwriting or as otherwise authorized.

Cybersecurity Protocols

We use data encryption, access controls, secure network connections, and regular system monitoring to safeguard your information. Our network is monitored 24/7, and we require strong passwords and two-factor authentication for access to sensitive data.

Shared Responsibility

While we employ rigorous cybersecurity measures, we also encourage clients to practice good online security habits, including using strong passwords and being vigilant against phishing attempts. No system can guarantee absolute security, but we can take steps to minimize risks together. If you have questions or concerns about the security or privacy of your information, please contact us at infot@investherfiduciary.com.

InvestHER Fiduciary Solutions

Your privacy and security are our priorities.