Legal

Privacy Policy

Last updated: January 2025

Introduction

Sardis Group, LLC ("Sardis," "we," "our," or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information about you when you visit our website or engage with our services.

Information We Collect

We may collect the following types of information:

  • Contact Information: Name, email address, phone number, and other information you provide when contacting us.
  • Usage Information: Information about how you use our website, including pages visited, time spent on pages, and links clicked.
  • Technical Information: IP address, browser type, operating system, and device information.
  • Financial Information: Account information necessary to provide investment advisory services, subject to applicable regulations.

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Respond to your inquiries and communications
  • Send you information about our services and investment strategies
  • Comply with applicable laws and regulatory requirements
  • Protect the security and integrity of our services

Information Sharing

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share information with:

  • Service providers who assist in operating our website and providing our services
  • Regulatory authorities as required by applicable law
  • Professional advisors such as attorneys and accountants

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access, correct, or delete your data. To exercise these rights, please contact us at Jamie@sardisgroup.com.

Contact Us

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

Jamie Kerr, CFA
Sardis Group, LLC
Email: Jamie@sardisgroup.com
Phone: 404-282-5552