Privacy Policy
Last Updated: May 3, 2026
Clear Summit Investments LLC ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, complete forms, request information, communicate with us, or otherwise interact with our services.
By using our website, you consent to the practices described in this Privacy Policy.
Information We Collect
We may collect personal information that you voluntarily provide to us, including but not limited to:
Name
Email address
Phone number
Mailing address
Investment preferences
Accreditation status information
Financial qualification information you choose to provide
Information submitted through contact forms, appointment requests, surveys, or applications
We may also automatically collect certain information regarding your interaction with our website, including:
IP address
Browser type
Device information
Pages visited
Time spent on pages
Referral source
Website usage data
How We Use Your Information
We may use your information to:
Respond to inquiries
Schedule consultations and appointments
Provide requested information
Evaluate investor suitability
Deliver customer support
Improve our website and services
Send administrative communications
Send marketing communications when permitted by law
Comply with legal and regulatory obligations
Protect our rights and prevent fraud
SMS Communications and Mobile Information
If you provide your mobile phone number, you may receive text messages from Clear Summit Investments LLC regarding:
Appointment confirmations and reminders
Investment inquiries
Follow-up communications
Requested information
Service-related updates
Business communications related to your relationship with us
Message frequency may vary.
Message and data rates may apply.
You may opt out at any time by replying STOP to any text message.
For assistance, reply HELP or contact us at [email protected].
Consent to receive text messages is not a condition of any purchase, service, or investment opportunity.
SMS Consent Protection
SMS consent is not shared with third parties or affiliates for marketing purposes.
Your mobile information will not be sold, rented, or shared with third parties for their own marketing or promotional purposes.
Any sharing of information with service providers is limited to the operational support necessary to deliver our services and communications.
How We Share Information
We may share your information with:
Service providers who assist in operating our business
Customer relationship management platforms
Email and SMS communication providers
Website hosting providers
Analytics providers
Legal, regulatory, or governmental authorities when required by law
Professional advisors including attorneys, accountants, auditors, and consultants
We do not sell your personal information.
Cookies and Tracking Technologies
Our website may use cookies, pixels, analytics tools, and similar technologies to improve user experience and understand website performance.
These technologies may collect information about:
Website usage
Device information
Browser information
Advertising interactions
You may disable cookies through your browser settings; however, some website functionality may be affected.
Third-Party Services
We may use third-party tools and platforms to operate our business and website.
These providers may have access to certain personal information solely for the purpose of performing services on our behalf and are expected to maintain appropriate security safeguards.
We are not responsible for the privacy practices of third-party websites or services that may be linked from our website.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, misuse, alteration, or destruction.
However, no internet transmission or electronic storage system can be guaranteed to be completely secure.
Accordingly, we cannot guarantee absolute security.
Data Retention
We retain personal information only for as long as reasonably necessary to:
Provide services
Fulfill legal obligations
Resolve disputes
Enforce agreements
Maintain business records
Retention periods may vary depending on the nature of the information and applicable legal requirements.
Your Rights and Choices
Depending on your location and applicable laws, you may have rights regarding your personal information, including the right to:
Request access to personal information
Request correction of inaccurate information
Request deletion of personal information
Object to certain processing activities
Withdraw consent where applicable
To exercise any applicable privacy rights, contact us at:
Children's Privacy
Our website and services are intended for individuals who are at least 18 years old.
We do not knowingly collect personal information from children under the age of 18.
If we become aware that personal information has been collected from a child under 18, we will take reasonable steps to delete such information.
California Privacy Rights
California residents may have additional privacy rights under applicable California law.
California residents may request information regarding the categories of personal information collected, used, disclosed, or shared by contacting us at:
Changes to This Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time.
Any changes will become effective immediately upon posting the updated Privacy Policy on our website.
Your continued use of the website following any updates constitutes acceptance of the revised Privacy Policy.
Contact Information
If you have questions regarding this Privacy Policy or our privacy practices, please contact:
Clear Summit Investments LLC
Email: [email protected]
Copyright 2026. Clear Summit Investments. All Rights Reserved.