Privacy Policy

Effective Date: 1/1/2025

Amana Advisors (“the Firm,” “we,” “our,” or “us”) values your trust and respects your privacy. This Privacy Policy describes how we collect, use, and protect your personal information in accordance with federal and state privacy laws applicable to registered investment advisers.

1. Information We Collect

We may collect non-public personal information about you such as:

Contact details (name, email address, phone number, mailing address).

Financial information (account numbers, income, assets, investment objectives).

Information provided through forms, consultations, or our website.

Information we receive from third parties such as custodians, financial institutions, or service providers.

2. How We Use Your Information

We use your information to:

Provide investment advisory and financial planning services.

Communicate with you regarding your accounts or our services.

Comply with legal and regulatory requirements.

Improve our website, services, and client experience.

3. Information We Share

We do not sell your personal information. We may disclose your information only:

To service providers, custodians, and affiliates as necessary to deliver services.

When required by law, regulation, or legal process.

With your consent.

4. Safeguarding Your Information

We maintain physical, electronic, and procedural safeguards that comply with applicable laws to protect your personal information. Access is restricted to personnel who need it to perform their duties.

5. Your Rights

You may request access to, or correction of, your personal information at any time by contacting us at amanaadvisors@proton.me.