All prospective clients must fully understand the inherent risks associated with investing. Extracts Advisors LLC manages these risks diligently, but the potential for loss exists in every investment portfolio.

• Investment Risk: All investments involve risk, including the loss of principal. The value of investments can fluctuate, and you may receive back less than your original investment.
• Past Performance: Past performance is not a guarantee of future results. Any references to performance are historical and should not be relied upon as an indication of future portfolio returns.
• Market Volatility: Portfolio values are subject to fluctuations due to economic, political, and regulatory events in local and global markets. No strategy can completely eliminate the risk of adverse market impact.
• Fiduciary Responsibility Limitation: While we operate as a fiduciary, this obligation pertains to advice and management; it does not eliminate investment risk or guarantee returns.
• No Tax or Legal Advice: Extract Advisors LLC does not provide legal or tax advice. We strongly recommend that clients consult with qualified legal and tax professionals regarding their specific situation.

Privacy and Data Protection Policy

The confidentiality of your personal and financial information is paramount. Our firm adheres to strict data protection protocols.

• Information Usage: We collect and use non-public personal information only as necessary to provide investment advisory services and to fulfill legal and regulatory requirements.
• Security Measures: We employ physical, electronic, and procedural safeguards to protect your information from unauthorized access or use.
• Sharing Policy: We do not disclose non-public personal information about our clients to non-affiliated third parties, except as permitted by law (e.g., to custodian banks, regulators, or when required by court order).
• Full Policy: The full Privacy Policy outlining the details of data collection, usage, and protection is available upon request and linked below.

Business Continuity Plan (BCP) Summary

To ensure uninterrupted service, Extract Advisors LLC maintains a Business Continuity Plan designed to address significant business disruption.

• Goal: Our BCP is designed to allow us to resume operations promptly, minimize service impact, and provide clients access to their funds and accounts.
• Execution: The plan includes redundant systems, offsite data backup, and alternative communication methods. A full copy of the BCP is available to clients upon written request.

Request a Private Consultation

To proceed with an inquiry or to schedule a confidential discussion with one of our principals, please complete the form below or contact us directly at the numbers provided.