Privacy Policy

A LEGAL DISCLAIMER

At Molten Core Investment Advisors, maintaining the trust and confidence of our clients is our highest priority. We want you to understand how we protect your privacy when collecting and using your information, and the steps we take to safeguard that information. Molten Core Investment Advisors provides this notice to you, solely owned and operated by Corin Frost.

INFORMATION WE COLLECT

To provide financial advice, investment products, or other services, we may collect non-public personal information about you, including:

Information You Provide: Details from account applications, such as your name, address, date of birth, Social Security Number, occupation, financial goals, assets, and income.
Transactional Data: Information about your transactions with us or third parties.
Website Activity: Data collected during your visit to our website, stored in server logs. This information helps us manage the site, analyze usage, and enhance your user experience.
Third-Party Information: Data from credit bureaus or other third parties, such as your credit history or employment status.

We only disclose information in accordance with this policy. We do not sell customer information to telemarketers or any other parties.

PARTIES TO WHOM WE DISCLOSE INFORMATION

We may disclose your information under the following circumstances:

To entities that perform services for us, including financial service providers such as broker-dealers, investment companies, or insurance companies.
To third parties providing services such as client resource management or account administration.
To attorneys, trustees, or other fiduciaries representing you.
To auditors, accountants, or legal representatives.
To government entities or other third parties in response to legal or regulatory requirements.

YOUR RIGHT TO OPT OUT

By contacting us, you may opt out of sharing your personal financial information with non-affiliated third parties. To exercise this right, call us at 415-626-7062 or email us at letstalk@moltencoreinvest.com.

CLOSED OR INACTIVE ACCOUNT

If you close your account or become inactive, our Privacy Policy will continue to apply to you.

COMPLAINT NOTIFICATION

Please direct complaints to:

Corin Frost, CEO
Molten Core Investment Advisors
Phone: 415-626-7062
Email: letstalk@moltencoreinvest.com

CHANGES TO THIS PRIVACY POLICY

If we make substantial changes to this policy, we will notify you. For questions, contact us at:

Molten Core Investment Advisors
Phone: 415-626-7062
Email: letstalk@moltencoreinvest.com

HOW WE USE INFORMATION

Your information is used for purposes such as:

Protecting your accounts from unauthorized access or identity theft.
Processing transactions like securities purchases and sales.
Administering accounts with third-party providers.
Complying with federal and state regulations.
Communicating financial services or products of interest to you.

REGULATION COMPLIANCE

Regulation S-AM: We do not use affiliate-provided information for marketing without your consent and the ability to opt out.
Regulation S-ID: We maintain an Identity Theft Protection Program to detect and mitigate risks related to identity theft.

OUR SECURITY POLICY

We restrict access to non-public personal information to employees who need it to perform their duties. We employ physical, electronic, and procedural safeguards to protect your data.

CYBER SECURITY

Internal policies and procedures are in place to address potential cybersecurity risks. A copy of these policies is available upon request.

SUCCESSION PLANNING

In the event of an unexpected change in leadership, your information may be disclosed to an unaffiliated third party to ensure continuity of services.