A policy, written with the same care as the counsel.

i.Introduction

Eagle’s Crest Advisors (“Eagle’s Crest,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you entrust to us. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website, interact with us by email or phone, or engage our advisory services.

By using our website or services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree, please discontinue use of the website and our services.

ii.Information We Collect

We collect information in three general categories:

• Information you provide directly. Name, address, telephone number, email, date of birth, Social Security number, employment and household information, financial accounts and holdings, goals and risk tolerance, and other details required to provide personalized advisory services or to comply with applicable law.
• Information we collect automatically. When you visit our website, we may collect your IP address, browser type, device identifiers, referring pages, pages viewed, and approximate geographic location. We use standard server logs and analytics tools to understand site usage.
• Information from third parties. Custodians, banks, broker-dealers, tax professionals, attorneys, or other service providers may share information with us as necessary to deliver the services you have requested or as permitted by law.

iii.How We Use Your Information

We use the information we collect for the following legitimate purposes:

• To establish and administer your advisory relationship with us.
• To prepare financial plans, investment recommendations, tax-planning analyses, and estate-planning coordination.
• To communicate with you about your account, market updates, firm news, and service offerings.
• To comply with applicable federal and state law, including anti-money-laundering, Know Your Customer, and SEC reporting and recordkeeping rules.
• To operate, maintain, and improve our website and services.
• To detect, prevent, and respond to fraud, unauthorized activity, or security incidents.

iv.Sharing and Disclosure

We do not sell your personal information. We share information only as necessary to serve you, as permitted by law, or at your direction. Recipients may include:

• Custodians and broker-dealers holding your accounts.
• Service providers who assist with portfolio management, performance reporting, CRM, email delivery, document storage, and website analytics — bound by contract to protect your information.
• Professional advisors such as your accountant, attorney, or insurance agent, when coordinated with your consent.
• Regulators and authorities when required by law, subpoena, court order, or to protect our rights, property, or safety.
• Successors in interest in connection with a merger, acquisition, or sale of business, subject to confidentiality protections.

v.Data Retention

We retain personal information only as long as is necessary to fulfill the purposes for which it was collected, to satisfy our legal, regulatory, tax, accounting, or reporting obligations, and to establish, exercise, or defend legal claims. Investment advisory books and records are generally retained for a minimum of five years in accordance with SEC requirements. When personal information is no longer required, it is securely destroyed or anonymized.

vi.Your Rights and Choices

Depending on your jurisdiction, you may have the following rights with respect to your personal information:

• Access — request a copy of the personal information we hold about you.
• Correction — request that we update or correct inaccurate information.
• Deletion — request that we delete information we are not required to retain.
• Restriction or objection — ask us to limit how we use or share your information in certain circumstances.
• Portability — request your information in a portable, machine-readable format.
• Withdraw consent — where processing is based on consent, you may withdraw it at any time.
• Opt out of marketing — unsubscribe from non-essential communications at any time.

To exercise any of these rights, contact us using the details below. We may ask you to verify your identity before acting on your request, and we will respond within the time required by applicable law.

vii.Cookies and Tracking Technologies

Our website uses cookies and similar technologies to remember your preferences, measure traffic, and improve functionality. You may control or disable cookies through your browser settings; note that some features of the site may not function properly if cookies are disabled. We do not respond to Do Not Track signals at this time.

viii.Security

We maintain administrative, technical, and physical safeguards designed to protect personal information against loss, misuse, and unauthorized access, disclosure, alteration, or destruction. These include encrypted transmission, access controls, staff training, and vendor due diligence. No method of transmission over the internet or electronic storage is entirely secure, and we cannot guarantee absolute security.

ix.Children’s Privacy

Our services are directed to adults. We do not knowingly collect personal information from children under the age of 13 (or the equivalent minimum age in the relevant jurisdiction). If you believe we have inadvertently collected such information, please contact us so that we may delete it.

x.Third-Party Links

Our website may contain links to third-party websites or services that we do not own or control. We are not responsible for the privacy practices of those third parties. We encourage you to read the privacy policies of each website you visit.

xi.Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. The “Effective” date at the top of this page indicates when it was last revised. Material changes will be communicated through our website or, where appropriate, by direct notice to you.

xii.Contact Us

If you have questions about this Privacy Policy or wish to exercise any of your rights, please contact us:

• Eagle’s Crest Advisors
• 75 Prospect Street, Suite 402C, Huntington, NY 11743
• Email: privacy@eaglescrestadvisors.com
• Phone: (888) 762·7519