This Privacy Policy and Terms and Conditions of Use governs the manner in which Bridge Advisory LLC collects, uses, maintains and discloses information collected from users (each, a “User”) of the www.bridgeadvisory.com website (“Site”). This privacy policy applies to the Site and all products and services offered by Bridge Advisory LLC and does not supercede or replace our Client Privacy Policy.

Personal identification information
We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, respond to a survey, and in connection with other activities, services, features or resources we make available on our Site. Users may visit our Site anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personally identification information, except that it may prevent them from engaging in certain Site related activities.

Non-personal identification information
We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include the browser name, the type of computer and technical information about Users means of connection to our Site, such as the operating system and the internet service providers utilized and other similar information.

Web browser cookies
Our Site may use “cookies” to enhance User experience. User’s web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. User may choose to set their web browser to refuse cookies, or to alert you when cookies are being sent. If they do so, note that some parts of the Site may not function properly.

How we use collected information
Bridge Advisory LLC may collect and use Users personal information for the following purposes:

  • To improve customer service: Information you provide helps us respond to your customer service requests and supportneeds more efficiently.
  • To personalize user experience: We may use information in the aggregate to understand how our Users as a group use the services and resources provided on our Site.
  • To improve our Site: We may use feedback you provide to improve our products and services.
  • To send periodic emails.

We may use the email address to respond to their inquiries, questions, and/or other requests. If User decides to opt-in to our mailing list, they will receive emails that may include company news, updates, related product or service information, etc. If at any time the User would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.

How we protect your information
We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Site.

Sharing your personal information
We do not sell, trade, or rent Users personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above. We may use third party service providers to help us operate our business and the Site or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes provided that you have given us your permission.

Third party websites
Users may find advertising or other content on our Site that link to the sites and services of our partners, suppliers, advertisers, sponsors, licensors and other third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Site. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to our Site, is subject to that website’s own terms and policies.

You may have heard of us…: Non-Endorsement of any Third Party Service

Listed Media and/or inclusion of media trademarks should not be interpreted as an award or ranking of any kind, and does not constitute as any recommendation or endorsement of Bridge personnel, services or products.

Recognitions

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Top 100 Magazine selections do not pay to win or to be considered for the magazine. Individuals appearing in full and half page editorials, however, may have paid a fee for additional exposure. Top 100 selects candidates utilizing proprietary software, which employs an algorithm to search a variety of online resources for industry-specific terms and key words. These resources include social media, blog posts, peer reviews, and Google indices. Once the software has compiled a preliminary list of qualified candidates, our R&D department manually analyzes the results in order to make their final selections.

For those selections who are financial advisors or wealth managers, certain additional criteria must be met. They include: 1. Registered with the SEC as a registered investment adviser or a registered investment adviser representative; 2. Not more than 1 filed complaint and never been convicted of a felony. Those selected for the magazine may purchase additional profile ad space or promotional products. Their selection is not indicative of the wealth manager’s future performance or an endorsement by this publication. Working with a Top 100 Magazine advisor or wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

We also receive nominations through our site and other channels, such as LinkedIn. We utilize the same criteria and research methods to thoroughly evaluate the proposed candidate before we determine if the nominee qualifies.

Changes to this privacy policy
Bridge Advisory LLC has the discretion to update this privacy policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

Risks of Investing

Investing entails risks, including possible loss of principal. There are special risk considerations associated with value strategy investing, international investing (including emerging markets) and small company investing. No assurances or guarantees are given regarding the performance of any investment. Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost. Investments in mutual funds are not insured or guaranteed by the US government or any other party.

Regulatory Disclosure

Investment advisory services are offered through Bridge Advisory LLC, which is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Nothing in this Site should be construed as personalized investment or financial planning advice. For additional information and a full description of our services, fees and regulatory disclosures please see our Form ADV Part 2 which is available free of charge by contacting our office at the numbers available in the contact information section of this site.

Indemnity

You agree to indemnify and hold Bridge and its agents, employees and licensors harmless from any claim or demand, including attorneys’ fees, made by any third party arising out of your use of any portion of the Site or your violation of these Terms.

ANY CONTENT OR DATA DOWNLOADED OR OTHERWISE OBTAINED THROUGH THE USE OF THIS SITE IS DONE AT YOUR OWN DISCRETION AND RISK. YOU WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OF ANY SUCH CONTENT.

THIS SITE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. TO THE FULL EXTENT PERMITTED UNDER APPLICABLE LAW, BRIDGE ADVISORY LLC EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. NEITHER BRIDGE ADVISORY LLC NOR ANY OF ITS AGENTS OR AFFILIATES MAKES ANY WARRANTY OF MERCHANTABILITY, WARRANTY OF FITNESS FOR A PARTICULAR USE, WARRANTY OF ACCURACY, ADEQUACY OR COMPLETENESS OF THE INFORMATION NOR MATERIALS CONTAINED IN THIS SITE OR WARRANTY OF NON-INFRINGEMENT.

Jurisdiction

This Site is intended for United States of America residences only. The information provided on the Site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. All persons and entities accessing the Site agree to be responsible for compliance with applicable local laws and regulations of the country from which you access this Site. The Site is not directed to any person in any jurisdiction where the publication or availability of the Site is prohibited by reason of that person’s nationality, residence or otherwise. Persons under these restrictions must not access the Site.

Each of the investment products and services referred to on this Site is intended to be made available to US residents only. This Site shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. Because of the global nature of the Internet, you agree to comply with all local rules regarding online conduct, including all laws, rules, codes, and regulations of the country in which you reside and the country from which you access this Site. In addition, you agree to comply with all applicable laws, rules, codes, and regulations regarding the transmission of technical data exported from the United States.

Your acceptance of these terms
By using this Site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.

Contacting us
If you have any questions about this Privacy Policy and Terms of Service, the practices of this site, or your dealings with this site, please contact us at:

Bridge Advisory LLC
www.bridgeadvisory.com
123 S Marengo Avenue, Suite 200
Pasadena, CA 91011

(626) 795-3062
info@bridgeadvisory.com

This document was last updated on July 1, 2019.