Privacy Notice.
Palladian Asset Management — operating through Savvy Advisors, Inc. — is committed to protecting the privacy of your personal financial information.
Why we provide this notice
Federal law requires investment advisers to inform clients about how they collect, share, and protect personal information. This notice describes the privacy practices of Palladian Asset Management and Savvy Advisors, Inc. ("we," "us," or "our"), as required by Regulation S-P under the Gramm-Leach-Bliley Act. All advisory services are provided through Savvy Advisors, Inc., an SEC-registered investment adviser.
Information we collect
We collect nonpublic personal information about you from the following sources:
- Information you provide directly — such as your name, address, Social Security number, date of birth, income, assets, investment objectives, risk tolerance, and financial goals provided on account applications, intake forms, or through direct communication.
- Information about your transactions — such as account balances, holdings, trades, payments, and transaction history from us, our affiliates, or your custodian.
- Information from third parties — such as your custodian (Charles Schwab), other financial institutions, or credit bureaus, to verify your identity or service your account.
How we share your information
We do not sell your personal information. We may share your nonpublic personal information with:
- Savvy Advisors, Inc. and its affiliates — the registered investment advisory entity through which all advisory services are provided. All client data is maintained within this structure.
- Service providers — companies that perform services on our behalf, such as custodians, technology platforms, compliance consultants, and professional advisors (attorneys and accountants). These parties are required to protect your information and use it only to provide services to us.
- As required by law — in response to a subpoena, court order, regulatory examination, or other legal obligation.
We do not share your personal information with nonaffiliated third parties for their own marketing or sales purposes.
Your right to opt out
Because we do not share your personal information with nonaffiliated third parties for purposes beyond those described above, there is currently no opt-out election available under Regulation S-P. If our practices change, we will update this notice and provide you with the opportunity to opt out before any new sharing occurs.
How we protect your information
We maintain physical, electronic, and procedural safeguards that comply with applicable federal regulations to protect your nonpublic personal information. Access to your information is restricted to personnel who need it to provide services to you. We regularly review and update our security measures to guard against unauthorized access, use, or disclosure.
Former clients
If you close your account or otherwise become an inactive client, we will continue to handle your nonpublic personal information as described in this notice. Applicable regulations may also require us to retain certain records for defined periods.
Changes to this notice
We reserve the right to amend this Privacy Notice at any time. We will notify you of any material changes as required by applicable law. The most current version will be maintained on this site.
Contact us
If you have questions about this Privacy Notice, please contact us:
Palladian Asset Management
Richmond, Virginia
daniel.murphy@palladianasset.com
For Savvy Advisors' Form ADV and Form CRS, please visit www.SavvyWealth.com.