Privacy Policy for Abri

Abri, LLC (“ABRI” is a registered investment adviser in the state of Illinois, Kentucky, Washington, California, Michigan, Indiana, Texas, New Jersey, and Ohio. The RIA may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. All information presented on this website for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser, tax professional or legal counsel before implementing any strategy discussed herein.

ABRI, LLC respects the privacy of all clients and prospective clients (collectively termed “customers”), both past and present. It is recognized that you have entrusted our firm with non-public personal information and it is important that both access persons and customers are aware of firm policy concerning what may be done with that information.

The firm collects personal information about customers from the following sources:

Information customers provide to complete their financial plan or investment recommendation;

Information customers provide in engagement agreements and other documents completed in connection with the opening and maintenance of an account;

Information customers provide verbally; and

Information received from service providers, such as custodians, about customer transactions.

The firm does not disclose non-public personal information about our customers to anyone, except in the following circumstances:

When required to provide services our customers have requested;

When our customers have specifically authorized us to do so;

When required during the course of a firm assessment (i.e., independent audit); or

When permitted or required by law (i.e., periodic regulatory examination).

Within the firm, access to customer information is restricted to personnel that need to know that information. All access persons and service providers understand that everything handled in firm offices are confidential and they are instructed not to discuss customer information with someone else that may request information about an account unless they are specifically authorized in writing by the customer to do so. This includes providing information about a family member’s accounts.

We collect your IP address. We collect analytic information about your use of the website.

Information and contact request. When you submit a request for information through the Website by filling in a form, or when you sign up for a meeting, we collect information like full name, e-mail address, and phone number.

Meta Data. When you access the Website, we collect the Internet Protocol (IP) address of the computer or other device you use to visit the Website.

Analytics. When you access the Website, we use third party analytics tools, such as Google Analytics and Hotjar, to automatically collect aggregated information about your use of the Website.

How we process and use your personal data. We process your data for the following purposes:

To provide you information and communicate with you. We process your request information to enable communication with you and provide you with the requested information.

For security and monitoring purposes. We process Meta Data for security and monitoring purposes.

To develop and improve the website. We process your Analytics Information to understand how users interact with the Website so that we can personalize, develop and improve the website.

We use our own and third-party cookies for website analytic and marketing purposes.

You can always delete or disable cookies. Cookies are text files, comprised of small amounts of data, that are saved on your computer or other devices (e.g. smartphone, tablet, etc.) when you use internet and visit various websites.

We use cookies for two purposes as explained below:

Analytics. Analytics cookies operated by third parties, Google and Hotjar, that assist us in understanding how users interact with our Website by collecting data that in itself does not directly identify you.

Marketing. Cookies operated by third parties, Facebook, Google, and LinkedIn. These are used to enable us to show you ads on our Website that are relevant to you.

You can always delete the cookies saved on your device through your computer browser or your device. You can also disable cookies for future uses through the settings options of your computer browser or device.

To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of customer information.

The firm will provide you with its privacy policy on an annual basis and at any time, in advance, if firm privacy policies are expected to change.

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Privacy Policy