PRIVACY POLICY

SMS/MMS Privacy Policy

Introduction

Solera (“we”, “our”, or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (the “Site”). By using the Site, you consent to the practices outlined in this Privacy Policy.

  1. Information We Collect

We may collect the following types of information when you visit our Site:

  • Personal Information: This includes information you provide when you fill out forms, subscribe to our newsletter, make a purchase, or contact us. It may include your name, email address, phone number, payment information, or other personally identifiable information.
  • Non-Personal Information: This includes data that does not identify you personally, such as browser type, IP address, device information, and browsing behavior (e.g., pages visited, links clicked).
  • Cookies and Tracking Technologies: We use cookies and similar technologies to collect information about your usage of the Site. Cookies help us remember your preferences and improve your experience on our Site.

 

  1. How We Use Your Information

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

  • To provide, operate, and maintain the Site
  • To improve, personalize, and optimize the Site experience
  • To process transactions and provide customer support
  • To send newsletters, promotional emails, or other communications (with your consent)
  • To analyze usage patterns to improve our services
  • To comply with legal obligations

 

  1. How We Share Your Information

We may share your information in the following circumstances:

  • Service Providers: We may share your information with third-party service providers who assist in operating the Site, processing payments, or sending marketing communications. These providers are obligated to keep your data confidential.
  • Legal Requirements: We may disclose your information if required by law, or if we believe such action is necessary to comply with legal processes, protect our rights or property, or protect the safety of others.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

 

  1. SMS and Text Message Opt-In Data

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and vendors who assist in message delivery.

  1. Your Rights and Choices
  • Access and Update:
  • Opt-Out of Marketing Communications:
    • You can opt-out of receiving marketing or promotional communications at any time by following the unsubscribe instructions in any email we send or by contacting us directly.
  • Opt-Out of SMS Messaging:
    • You can opt-out of receiving SMS messages by replying “STOP” to any text message you receive or by contacting us directly https://soleraam.com/contact/.
  1. Data Security

We take reasonable precautions to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee the absolute security of your data.

  1. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

  1. Children’s Privacy

The Site is not intended for children under the age of 13 (or other age as defined by local law). We do not knowingly collect personal information from children. If we discover that we have collected personal information from a child, we will take steps to delete that information.

  1. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post any changes on this page, and the updated Privacy Policy will be effective immediately upon posting.

  1. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

1512 Eureka Road, Suite 240
Roseville, CA 95661

(916) 672-9600 

Our mission is to grow and protect your investments for a lifetime and beyond.

Solera Asset Management & Insurance is a trade name and logo that is used for marketing purposes, and may appear on marketing materials or client statements. Clients should understand that Solera Asset Management & Insurance is a separate legal entity. Sowell Management and Solera Asset Management & Insurance are independently owned and operated. Solera Asset Management & Insurance advisory services are provided through Sowell Management, a registered investment adviser.

 

This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Solera Asset Management & Insurance does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Solera Asset Management & Insurance does not, and this site does not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Solera Asset Management & Insurance (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).

 

At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Solera Asset Management & Insurance. Solera Asset Management & Insurance does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to theses websites should not use or rely on the information contained therein until consulting with an independent finance professional. Solera Asset Management & Insurance does not necessarily endorse or recommend any commercial product or service described at these websites.

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