Website, Email and SMS Privacy Policy
Overview
Journey Asset Management wants to communicate with you in whatever format works best for you, often this is via SMS (text) messaging. This policy outlines how we collect your information and what we do with it. This Policy was last updated on 6/18/2026.
Scope
This policy applies to the text messaging and email communication between Journey Asset Management or its representatives and you before you become a client. Once you become a client a more detailed notice will be completed.
How We Collect Your Information
Direct – When you contact us verbally, by SMS, by phone or email we may obtain your name, phone number and email.
Client – If and when you become a client we collect your information via our client agreement forms.
Type of Information
We collect your full name, phone number and email for communicating with you before you become a client. We may collect financial notes about your situation as we discuss your future needs and services. Once you become a client much more information will be collected under our Client Privacy Policy. We also collect the content of any SMS message and/or email used with clients or potential clients in accordance with SEC and FINRA regulations.
How We Use your Information
We use this to communicate with you in giving information about our services.
Who We Share Your Information With
Nobody, unless demanded or required by law enforcement. Phone numbers and emails collected and the consent you received will NEVER be shared with 3rd-party providers. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Opt-Out Choice
If you choose you can stop any messaging or contact with Journey Asset Management by sending us an SMS that states “STOP”, “CANCEL”, “UNSUBSCRIBE”. We will stop all forms of communication with you.
Information Security
Your data is stored in secure cloud servers operated by Zoom or Microsoft.
Changes in Policy
This notice may be updated from time to time; the date this notice was last updated will be recorded under “Overview.”
If you have any questions or concerns please contact us