We may collect both personal and non-personal information, including:

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• Personal Information: Name, address, phone number, email, Social Security number, account numbers, financial data, and other information you provide in connection with our services.

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• Non-Personal Information: Data automatically collected through our website, such as IP address, browser type, and cookies.

We use the information we collect to:

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• Provide investment advisory and financial planning services.

• Open and maintain client accounts.

• Communicate with clients regarding their accounts and our services.

• Comply with legal and regulatory requirements.

• Improve our website and client experience.

We do not sell or rent your personal information. We may share information only in the following limited circumstances:

• With custodians, brokers, and other service providers necessary to carry out our services.

• With regulators or law enforcement, as required by law.

• With third-party vendors that assist with business operations (subject to confidentiality agreements).

We maintain strict physical, electronic, and procedural safeguards to protect your personal information. Access to client data is restricted to authorized personnel only.

Our website may use cookies or similar technologies to enhance your browsing experience. You can adjust your browser settings to refuse cookies if you prefer.

Clients may update their personal information at any time by contacting us. You may also request that we limit certain uses of your personal data, subject to regulatory requirements.

Our website and services are not directed toward individuals under the age of 18, and we do not knowingly collect information from children.

We reserve the right to update or modify this Privacy Policy at any time. Changes will be posted to our website with an updated effective date.

If you have any questions about this Privacy Policy or how we handle your information, please contact us:

Mulberry Capital Management, LLC
1425 Christina Lane Northbrook, IL 60062
Phone: 312-342-0029
Email: info@mulberry-capital.com