Privacy Policy

MyTimeEquity, LLC (“MyTimeEquity,” “we,” “us,” or “our”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This Privacy Policy describes how we collect, use, share, retain, and protect personal information about our clients and prospective clients and about visitors to this website.

By accessing or using this website, you acknowledge the practices described in this Privacy Policy. We may update it from time to time, and the updated version will be posted on this website with a revised “Last Updated” date.

1. Information We Collect

We collect nonpublic personal information about you to help us serve your financial needs. Depending on how you interact with us, this may include:

• Information on applications and related forms, or that you give us in person or in writing, such as your name, address, Social Security number, marital status, and income;
• Information about your transactions with us or with others;
• Information we receive from consumer reporting agencies or other institutions where you conduct financial transactions;
• Information you submit through the forms on this website, such as your name, email address, telephone number, and the contents of your message, including webinar registrations; and
• Website and technical information, such as IP address, browser type, device information, pages visited, and referring websites, collected through cookies or similar technologies (see section 6).

2. How We Use Information

We use personal information to:

• Serve your financial needs and provide our investment advisory services;
• Administer and update your accounts;
• Reduce fraud and other risks;
• Provide customer service and respond to your inquiries;
• Offer new products or services; and
• Meet our legal and regulatory requirements.

3. Information Sharing

We do not sell your personal information to any party.

We do not disclose nonpublic personal information about any current or former client to anyone except as described below, as permitted or required by law (for example, in response to a subpoena), or with your consent.

We may share information with the financial service providers we use to serve you, including:

• Custodians;
• Third-party managers and sub-managers;
• Mutual fund companies and insurance providers;
• Other firms whose products or advisory services we offer and in which you choose to participate; and
• Firms, such as data processing companies, that help us provide our services to you, including Google Workspace, which stores website enquiries, and GoTo Webinar, which handles webinar registrations.

If your investment adviser representative becomes a representative of another investment adviser, we will share your information with that firm only if you allow it in writing.

4. Your Privacy Choices

You may opt out of our disclosure of your nonpublic personal information to nonaffiliated third parties, and you may name the third parties you do not want to receive it. You may also ask us not to collect information about you. If you do, we cannot use that information for our investment services. Please send any opt-out to us in writing, using the contact details below.

You may opt out of marketing emails at any time by using the unsubscribe link in any such email, and stop text messages at any time by replying STOP to any message we send. Opting out of marketing communications will not affect communications about your accounts or regulatory matters.

Depending on your jurisdiction, you may have other rights over your personal information, such as the right to request access to, correction of, or deletion of it. Some information may be exempt from such requests, or may need to be kept to meet legal or regulatory obligations. We may take reasonable steps to verify your identity before acting on a request.

5. Data Security

We restrict access to personal information to the employees and agents who need it, and we maintain physical, electronic, and procedural safeguards to protect it.

No method of transmitting or storing information electronically can be guaranteed to be completely secure, so we cannot guarantee the absolute security of information sent to or through this website.

6. Cookies and Analytics

This website uses Google Analytics, a service provided by Google LLC, to understand how visitors find and use the site. Google Analytics sets first-party cookies in your browser and records information such as the pages you view, the site or search that referred you, the general location derived from your IP address, and the type of device and browser you are using. We use this information in aggregate to see which pages are read and where our visitors come from. We do not use it to identify you personally, and we do not combine it with the contact information you submit through the forms on this site.

You can prevent this collection by blocking or deleting cookies in your browser settings, or by installing Google’s opt-out browser add-on. Neither of these will affect your ability to use this website.

This website uses Cloudflare Turnstile, a service provided by Cloudflare, Inc., to protect its forms and its passcode-protected pages from automated abuse. When you submit a form or enter a passcode, Turnstile collects information from your browser and device to check that the request comes from a person and not an automated program.

Pages that carry a video embed a player hosted by YouTube in its privacy-enhanced mode, which is designed to limit tracking unless you start the video.

7. Third-Party Websites and Our Affiliate

This website may link to websites operated by third parties. This Privacy Policy does not apply to them, and we are not responsible for their privacy practices. Please review their privacy policies before giving them personal information.

Some links lead to the website of our affiliate, MTE Private Equity LLC, which is a separate firm with its own privacy policy. You will see a notice before you leave this website for theirs.

8. Communications

We may communicate with you by email, telephone, mail, text message (SMS), or other means about your relationship with us, your accounts, our services, and regulatory matters. To the extent permitted by applicable law, electronic communications may be retained, reviewed, monitored, and processed for business, security, compliance, recordkeeping, and regulatory purposes.

9. Data Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy and to meet legal, regulatory, tax, accounting, contractual, and recordkeeping requirements, including the books and records we must keep as a registered investment adviser.

10. Children’s Privacy

This website and our services are not directed toward children, and we do not knowingly collect personal information from children in circumstances where such collection is prohibited by applicable law.

11. Changes to This Privacy Policy

We may change this Privacy Policy from time to time. Any changes will be posted on this page and reflected in the “Last Updated” date.

12. Contact Us

If you have questions about this Privacy Policy, or want to opt out or make a privacy request, please contact us:

MyTimeEquity, LLC
4116 W Spring Creek Parkway
Suite 100
Plano, TX 75024
United States
Email: ir@mytimeequity.com
Phone: (972) 330-2771