Privacy Policy

1. Introduction

Capital Growth Partners ("we," "our," or "us") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website classicwealthtrade.com or use our services.

As a registered investment advisor, we are subject to various federal and state regulations governing the privacy of consumer financial information, including the Gramm-Leach-Bliley Act (GLBA) and Regulation S-P.

2. Information We Collect

2.1 Personal Information

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, physical address
• Financial Information: Investment objectives, risk tolerance, assets, income, net worth
• Identification Information: Social Security number, date of birth, government-issued ID
• Employment Information: Occupation, employer details, employment history
• Technical Information: IP address, browser type, device information, usage data

2.2 How We Collect Information

We collect information through:

• Direct interactions: Account applications, consultation forms, correspondence
• Automated technologies: Website usage data, cookies, and similar technologies
• Third parties: Financial institutions, credit bureaus, service providers

3. How We Use Your Information

We use your personal information for the following purposes:

• To provide investment advisory and wealth management services
• To process transactions and maintain your account
• To communicate with you about our services and market insights
• To comply with legal and regulatory requirements
• To improve our website and services
• To protect against fraud and unauthorized transactions
• To develop new products and services

4. Information Sharing and Disclosure

4.1 When We Share Information

We may share your information with:

• Service Providers: Companies that help us operate our business (custodians, technology providers, etc.)
• Legal Requirements: When required by law, court order, or regulatory authorities
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• With Your Consent: When you explicitly authorize us to share your information

4.2 We Do Not Sell Your Information

Capital Growth Partners does not sell, rent, or trade your personal information to third parties for their marketing purposes.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Secure network infrastructure and firewalls
• Regular security assessments and monitoring
• Employee training on data protection and privacy
• Physical security controls at our facilities
• Secure document destruction procedures

6. Your Privacy Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request access to the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information under certain circumstances
• Restriction: Request restriction of processing of your personal information
• Portability: Request transfer of your data to another organization
• Objection: Object to processing of your personal information

To exercise these rights, please contact us using the information provided in Section 9.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Our general retention periods include:

• Client account information: 7 years after account closure
• Financial transactions: 7 years from transaction date
• Marketing communications: Until you unsubscribe or request deletion
• Website analytics: 26 months from last interaction

8. International Data Transfers

Your personal information may be transferred to, and processed in, countries other than the country in which you are resident. These countries may have data protection laws that are different from the laws of your country. We ensure appropriate safeguards are in place for such transfers.

9. Contact Information

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:

We will respond to your inquiry within 30 days.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website and updating the "Last updated" date. We encourage you to review this Privacy Policy periodically.