OVERVIEW
Light on a Hill Investments ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information when you use our website, request our services, or communicate with us via SMS, phone, email, or any other channel.
INFORMATION WE COLLECT
We may collect the following types of information:
• Contact information — your name, phone number, email address, and mailing address
• Inquiry and consultation details — information you provide when requesting investment information, scheduling a consultation, or submitting a contact form
• Communication data — records of SMS messages, emails, or phone calls exchanged between you and Light on a Hill Investments
• Website usage data — IP address, browser type, pages visited, and referral source, collected automatically via cookies and analytics tools
• Financial information you choose to share — any details voluntarily provided during consultations regarding your investment interests or goals
HOW WE USE YOUR INFORMATION
We use the information we collect to:
• Respond to inquiries and schedule consultations
• Send appointment confirmations, reminders, and follow-up communications via SMS or email
• Provide information about our investment services and opportunities
• Maintain client records and service history
• Improve our website, services, and customer experience
• Comply with applicable financial regulations and legal obligations
SMS COMMUNICATIONS
If you opt in to receive SMS messages from Light on a Hill Investments, your mobile number will be used solely to send you appointment reminders, follow-ups, and service-related communications, and, where applicable, updates you have consented to receive.
We do not sell, rent, share, or disclose your mobile phone number or SMS opt-in data to any third party for marketing or advertising purposes. This data is never sold.
You may opt out at any time by replying STOP to any message. Reply HELP for assistance.
SHARING OF INFORMATION
We do not sell your personal information. We may share your information only in the following limited circumstances:
• Service providers — trusted vendors who help us operate our business (e.g., CRM software, scheduling tools, communication platforms), bound by confidentiality agreements
• Legal and regulatory requirements — when required by law, court order, regulatory body, or government authority
• Business transfers — in the event of a merger, acquisition, or sale of business assets, your information may be transferred to the successor entity
We do not share your personal information with third parties for their own marketing purposes.
COOKIES AND WEBSITE TRACKING
Our website may use cookies and similar tracking technologies to improve site functionality and understand visitor behavior. You can control cookie settings through your browser. Disabling cookies may affect certain features of our website.
We may use third-party analytics tools such as Google Analytics to understand how visitors interact with our site. These tools collect data in aggregate and do not identify individual users.
DATA RETENTION
We retain your personal information for as long as necessary to provide our services, fulfill legal and regulatory obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we securely delete or anonymize it.
YOUR RIGHTS
You have the right to:
• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information, subject to legal retention requirements
• Opt out of SMS communications at any time by replying STOP
• Opt out of marketing emails by clicking the unsubscribe link in any email
To exercise any of these rights, contact us through our website at lightonahillinvestments.com.
DATA SECURITY
We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
NO INVESTMENT ADVICE DISCLAIMER
Information collected through our website and communications is used for relationship and service purposes only and does not constitute investment advice. Any financial information you share with us during a consultation is used solely to better understand your needs and is handled with the confidentiality appropriate to that relationship.
CHILDREN'S PRIVACY
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us so we can promptly delete it.
THIRD-PARTY LINKS
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
CHANGES TO THIS POLICY
We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. Continued use of our services after any update constitutes your acceptance of the revised policy.
CONTACT US
If you have questions or concerns about this Privacy Policy or how we handle your personal information, please contact us:
• Website: lightonahillinvestments.com
• Via our website contact form
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