Privacy Policy

Last updated: January 1, 2025

Introduction

Provenance Investment Group ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect the following categories of information:

Personal Identifiers: Name, email address, phone number, and mailing address.
Financial Information: Information related to your financial goals, assets, and investment preferences as provided by you during consultations.
Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and time spent.
Communications: Records of correspondence when you contact us via our website contact form, email, or other channels.

How We Use Your Information

We use the information we collect for the following purposes:

To provide and improve our financial services.
To respond to your inquiries and communicate with you about our services.
To send promotional messages via SMS or email where you have provided consent.
To comply with legal obligations and protect our legal rights.
To analyze website usage and improve our online presence.

SMS/Text Messaging

If you opt in to receive SMS messages from Provenance Investment Group, you consent to receive recurring promotional text messages sent via an Automatic Telephone Dialing System (ATDS). Message and data rates may apply. You may opt out at any time by replying STOP. Reply HELP for assistance. Consent to receive SMS messages is not a condition of purchasing any goods or services.

We may use an ATDS to deliver text messages to the phone number you provide. Message frequency may vary.

Information Sharing and Disclosure

We do not sell your personal information. We may share your information with:

Service providers who assist us in operating our business (e.g., website hosting, email delivery).
Legal authorities when required by law, regulation, or legal process.
Business partners with your explicit consent.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.

Your Rights

Depending on your jurisdiction, you may have the right to:

Access the personal information we hold about you.
Request correction of inaccurate information.
Request deletion of your personal information.
Opt out of promotional communications at any time.

Cookies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can manage your cookie preferences through your browser settings.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website with a revised "Last updated" date.

Contact Us

If you have questions about this Privacy Policy, please contact us:

Provenance Investment Group
521 S Gulfview Blvd, Clearwater Beach, FL 33767
javeed@provenance-investment-group.com