Privacy Policy

Last updated: October 1, 2026  |  Effective: October 1, 2026

1. Introduction

Invest Alpha Zone ("we", "our", or the "Company") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect through this website, how we use it, the circumstances in which we share it, and the choices available to you. It applies to our website at investalphazone.com, to communications you send us by email or telephone, and to the advisory, lending, tax and insurance relationships we enter into with you.

By using this website or providing your information to us, you acknowledge that you have read and understood this policy. If you do not agree with its terms, please do not use the site or submit information through it.

2. Information we collect

We collect information in three ways: information you give us directly, information generated automatically as you browse, and information we receive from third parties with your permission.

Information you provide voluntarily

• Contact and enquiry details — your name, email address, telephone number, mailing address, preferred method of contact, and the content of any message you send through our forms.
• Financial information — income, employment details, credit history, existing debts, assets, investment holdings, tax returns and insurance policies, where required to evaluate a service or complete an application.
• Identification details — government-issued identification, date of birth and residential address, required for identity verification and regulatory obligations.
• Newsletter preferences — the email address you provide when subscribing to The Alpha Brief, along with your subscription date and any recorded unsubscription.

Information collected automatically

Our servers may record your IP address, browser type and version, operating system, device type, referring page, pages visited, and the date and time of your visit. We use this information to maintain site security, understand which pages are most useful, and improve our content. Where the law permits, we may use cookies and similar technologies for this purpose; you can control them through your browser settings.

Information from third parties

Where you request that we review a credit file, obtain a mortgage quote, or check a rate, we may receive information from credit bureaus, lenders, insurers, custodians and tax authorities. Such information is used solely to provide the service you have asked for.

3. How we use your information

We use your information for the following purposes, and for no others without your further consent:

• To respond to your enquiry and to provide the financial service you request, including lending, wealth management, tax advisory and insurance placement.
• To assess eligibility, verify your identity, and comply with legal, regulatory and anti-money-laundering obligations.
• To maintain accurate client records and to service your account, including statements, statements of account, tax documents and annual reviews.
• To send you The Alpha Brief and other service communications, where you have consented to receive them.
• To improve our website, services and internal processes, including through aggregated and de-identified usage analysis.
• To detect, prevent and investigate fraud, unauthorised access or other illegal activity, and to enforce our agreements with you.
• To satisfy legal, regulatory, audit and reporting obligations, including the retention of records for the periods required by law.

We do not sell your personal information, and we do not share it for third-party marketing purposes.

4. How we share information

We may disclose your information in the following circumstances:

• To service providers who perform functions on our behalf, such as hosting, CRM, document storage, email delivery, payment processing and analytics. These providers are bound by contract to protect your information and may not use it for their own purposes.
• To financial institutions and partners where necessary to complete a loan application, open an investment account, file a tax return or place an insurance policy — and only with your consent or as required to proceed with your instruction.
• To regulatory, self-regulatory and government authorities where we are legally obliged to do so, including in response to subpoenas, audits, examinations and statutory reporting requirements.
• In connection with a corporate transaction, such as a merger, acquisition or sale of assets, in which case your information may be transferred as part of that transaction. We would provide notice before your information is used in a materially different way.
• At your direction, for example where you authorise a third party to access records on your behalf.

We will always ask for your authorisation before sharing your information with a party that is not performing a service for you, unless the law requires otherwise.

5. Cookies and tracking

This website uses first-party cookies and local browser storage to maintain functionality and remember your preferences. The newsletter subscription feature stores your email address in your browser’s local storage so that the subscribe and unsubscribe tools can confirm your status on this device. Clearing your browser data removes that record from this device; the subscription itself remains on our list until you unsubscribe or we remove it.

Third-party analytics may be used to measure traffic and improve the site. You can decline optional cookies through your browser settings, although some site features may then be limited.

6. Newsletter and email preferences

When you subscribe to The Alpha Brief we store your email address, optional name and the date of subscription. We send one editorial email per month, plus occasional service announcements, to subscribers only.

Every newsletter contains an unsubscribe link, and you may also use our Unsubscribe Newsletter page at any time. Unsubscribe requests are processed immediately and are confirmed on screen. You will not be charged, and no further email will be sent to the address you unsubscribed.

7. Data retention and security

We retain client records for the period required by applicable law, which for lending and investment records is typically a minimum of seven years from the relevant account closure, and for tax records a minimum of three years from filing. Marketing consent records are retained until you unsubscribe and for a reasonable evidentiary period afterwards.

We apply administrative, technical and physical safeguards appropriate to the sensitivity of the information, including encryption in transit, access controls based on role, multi-factor authentication for staff, and periodic security review. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your rights

Depending on the state or country in which you live, you may have the right to:

• Request a copy of the personal information we hold about you.
• Ask us to correct information that is inaccurate or incomplete.
• Request deletion of information we no longer have a legal or legitimate reason to keep.
• Object to, or restrict, certain processing of your information.
• Request a portable copy of certain information in a machine-readable format.
• Withdraw consent for marketing communications at any time, without affecting the lawfulness of processing carried out before withdrawal.
• Complain to your state attorney general or the relevant data protection authority.

To exercise any of these rights, email contact@investalphazone.com with the subject line “Privacy Request”. We verify the requester before fulfilling it, and we respond within the timeframe required by applicable law.

9. Third-party services

This site may contain links to third-party websites such as social media platforms, lenders and government agencies. We do not control these sites and are not responsible for their content, privacy practices or security. A link is provided for convenience only and does not imply endorsement.

10. Children’s privacy

Our services are directed at adults who can enter into binding financial agreements. We do not knowingly collect personal information from children under 16. If you believe a child has submitted information to us, contact us and we will delete it promptly.

11. Changes to this policy

We update this policy from time to time to reflect changes in our practices, services or legal obligations. The “last updated” date at the top of this page always reflects the current version. Where a change materially affects your rights, we will provide additional notice by email or through the site before it takes effect.

12. Contact us

Invest Alpha Zone
2101 Goldsmith St, Houston, TX 77030, USA
Phone: +1 713-791-9494
Email: contact@investalphazone.com

If you have any questions about this Privacy Policy, or how we handle your information, please contact us using the details above and we will respond promptly.