Avidity Capital Inc. / Avidity Journey
Avidity Capital Inc. ("Avidity Capital," "we," "our," or "us") is committed to protecting the privacy and confidentiality of personal information.
This Privacy Policy describes how we collect, use, disclose, and safeguard personal information obtained through:
Avidity Journey is a financial planning platform and service offering of Avidity Capital Inc., a registered investment adviser located in Hanford, California.
By accessing or using our website, platform, or services, you agree to the terms of this Privacy Policy.
We may collect personal information that you provide directly to us or that is collected automatically when you use our services.
This may include:
Users of the Avidity Journey platform or clients of Avidity Capital Inc. may provide financial information including:
For advisory clients, we may collect sensitive financial information such as:
This information is collected only as necessary to provide financial planning or investment advisory services.
When you visit our website or use our platform, we may collect certain information automatically, including:
We use personal information for purposes including:
Financial planning information entered into the Avidity Journey platform is used solely to provide financial planning tools, educational resources, and advisory services.
We do not sell personal information to third parties.
We may share personal information in the following circumstances:
We may share information with third-party service providers who assist in operating our business or platform, such as:
These providers are contractually obligated to protect the confidentiality of the information.
If you are an advisory client, we may share information with financial institutions or custodians to facilitate transactions or manage accounts.
We may disclose information when required to:
Avidity Capital Inc. takes the protection of personal information seriously and implements reasonable administrative, technical, and physical safeguards designed to protect data from unauthorized access, disclosure, or misuse.
These safeguards may include:
While we take reasonable precautions to safeguard information, no method of electronic transmission or storage is completely secure.
The Avidity Journey website may use cookies and analytics technologies to improve user experience and understand website usage.
Cookies are small files stored on your device that help us:
Users may disable cookies through their browser settings.
Our website and platform may use third-party services or integrations such as:
These third-party services may collect information necessary to perform their functions. Their use of information is governed by their own privacy policies.
California residents may have additional rights under the California Consumer Privacy Act (CCPA).
These rights may include the ability to:
Avidity Capital Inc. does not sell personal information.
Requests regarding California privacy rights may be submitted using the contact information provided at the end of this policy.
Federal law requires registered investment advisers to inform clients about how their personal information is collected and shared.
Avidity Capital Inc. collects nonpublic personal information about clients that is either provided by the client or obtained with authorization. This information may include:
We may share this information as necessary to conduct everyday business activities such as processing transactions, maintaining accounts, responding to legal investigations, or working with financial institutions.
To protect personal information, we maintain safeguards that comply with federal law, including secure computer systems and restricted access to confidential information.
Clients may request to limit certain types of information sharing by contacting us.
We retain personal information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.
Certain financial records may be retained as required under applicable securities laws and regulations.
We may update this Privacy Policy periodically to reflect changes in business practices, legal requirements, or platform functionality.
The updated policy will be posted on this page with a revised "Last Updated" date.
If you have questions about this Privacy Policy or wish to exercise privacy rights, please contact: