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Online Privacy Policy

7Summit Advisors, LLC wants you to understand how we collect information when you access our website, how we use and share that information, and how you can correct that information.

Information We Collect Online

When you visit our website at https://7summitadvisors.com, we collect information from you using “Cookies.” Cookies collect information such as your Internet Protocol address, your location, your device identifier, the date / time of your visit, the pages you visit, the website you came from before visiting our website, and the website you go to when you leave our website. We use this information to evaluate the performance of our website and to audit it for security purposes. We share this information with Google Analytics and with our service providers who help us manage our website. Most of the information that we collect in this manner is not personally identifiable to any named individual. To learn more about Cookies, visit https://www.allaboutcookies.org/. Unless you have adjusted your browser setting so that it will reject cookies, our system will issue cookies when you access our website. If you refuse to accept cookies by adjusting your browser setting, some areas of our website may not function properly or may not be accessible.

When you sign up to receive thought leadership updates, quarterly investment commentary, or financial handbooks such as the “Looking Ahead” handbook from us, or when you initiate correspondence with us by clicking on the “Contact Us” or “Start a Conversation” icons on our website, we collect your name, e-mail address, telephone number, and the information you provide to us in your message. We use this information to communicate with you, to provide you with the information that you have requested from us, and for relationship management and marketing purposes. We share your contact information with our service providers who manage our website and distribute our communications, and who maintain the security of our website.

Correcting Your information
If you would like to review and request changes to any personal information that we have collected through our website, please contact us at (310) 684-3650.

You may also click on the “Contact Us” or “Start a Conversation” icons on our website and tell us about the issue.

“Do Not Track” Policy

Most browsers can be set to send signals to third party websites requesting them not to track the user’s activities. At this time, we do not respond to “do not track” signals. Consequently, our third party service providers such as Google Analytics, and other third party websites and online services may indeed track and collect information about your online activities over time while navigating to, from and on our online services and across those third party websites and online services, notwithstanding any “do not track” signals we may receive.

Other Parties’ ability to collect your personal information while you use our website

We do not sell your personal information.

Our website includes Social Plugins (“buttons”) for X (formerly known as Twitter) and LinkedIn. These buttons work by using pieces of code coming from X and LinkedIn. This code allows you to connect to these social media platforms and allows the social media platforms to collect information about your activity while you are on our website, including your Internet Protocol address, the pages you visit, the device and browser you are using, and more. You can review the privacy policies of X and LinkedIn to learn more about the data they collect, and how to manage or control that collection in your account settings.

Our website contains links to websites that are controlled by third parties. These links are provided to you as a convenience, and we are not responsible for them. You should carefully review the privacy policies of each website you visit to understand how each website collects and uses information.

Changes to Online Privacy Policy
We may update our Online Privacy Policy from time to time. If we materially change our Online Privacy Policy, we will post the new Online Privacy Policy on this page.

Effective Date: February 1, 2024.

7Summit Advisors, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

7Summit Advisors,
LLC 6080 Center Drive,
Suite 600 Los Angeles,
CA 90045 (310) 684-3650

FACTS

What does 7Summit Advisors, LLC do with your personal information?

Why

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the products or services you have with us. This information can include:

  • Social Security number and credit history
  • Income and account balances
  • Transaction history and investment experience

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.

Reasons we can share your personal information

Do we share?

Can you limit this sharing?

For our everyday business purposes—
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.
Yes No
For our marketing purposes—
to offer our products and services to you.
Yes No
For joint marketing with other financial companies. No No
For our affiliates’ everyday business purposes—
information about your transactions and experiences.
No No
For our affiliates’ everyday business purposes—
information about your creditworthiness.
No We don’t share
For non-affiliates to market to you. No We don’t share
Questions? Call us at (310) 684-3650 or go to https://7summitadvisors.com

Who We Are

Who is providing this notice? 7Summit Advisors, LLC

What We Do

How does 7Summit Advisors, LLC protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does 7Summit Advisors, LLC collect my personal information? We collect your personal information, for example, when you:

  • Open an account or seek advice about your investments
  • Enter into an investment advisory contract
  • Direct us to buy or sell securities

We also collect your personal information from others, such as credit bureaus and other companies.

Why can’t I limit all sharing? Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes-information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

Definitions

Affiliates Companies related by common ownership or control. They can be financial and non-financial companies.

  • 7Summit Advisors, LLC has no affiliates.
Non-affiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • 7Summit Advisors, LLC does not share with non-affiliates so they can market to you.
Joint Marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.

  • 7Summit Advisors, LLC does not jointly market.

Other Important Information

For California residents: For information about the information that 7Summit Advisors, LLC collects online, please visit our Privacy page at https://7summitadvisors.com.