Privacy Policy

Who we are

This website is operated by Taylor & Morgan Asset Management, LLC, doing business as TM Advisors, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, with offices in Charlotte, North Carolina, and in Troy and Grand Blanc, Michigan. Questions about this policy: info@tmadvisors.com or 248.688.9399.

What this policy covers

Information collected through www.tmadvisors.com. If you become a client, our Privacy Notice under Regulation S-P, which we give you when you become a client, describes how we handle your nonpublic personal information.

What we collect

If you use our contact form, we collect your first and last name, email address, phone number if you give it, the topic you choose and your message. When you visit any page, our website host automatically receives your IP address and standard browser information (such as browser type and the page requested) so it can deliver the page. We do not collect any other information through this site.

How we use it

To respond to your inquiry, and to keep the records the law requires of an SEC-registered investment adviser. We do not sell your personal information, and we do not share it for advertising.

Who receives it

We share personal information only with these categories of third parties:

• our contact form provider, FormSubmit (formsubmit.co), which forwards your message to our email;
• our email, email-archiving and compliance-recordkeeping providers;
• GitHub, Inc., which hosts this website and logs visitors’ IP addresses for security purposes;
• regulators, auditors and others when the law requires it.

Cookies and tracking

This site sets no cookies and uses no analytics, advertising or tracking tools. Two settings may be stored in your browser for the current tab only (sessionStorage): one remembers that you have seen the opening animation, and one remembers if you paused the site’s motion. Neither is sent to us or anyone else.

Tracking by other parties

We do not allow other parties to collect information about your online activities over time and across different websites when you use this site. Our website host receives your IP address to deliver the site and logs it for security purposes, as described above.

Do Not Track

Because we do not track visitors across websites, this site does not respond differently to browser Do Not Track signals or similar mechanisms.

Reviewing or changing your information

Email info@tmadvisors.com to ask to see, correct or delete information you sent through this site. We will do so unless we are required to keep it under the recordkeeping rules that apply to investment advisers.

Security

Please do not send account numbers, Social Security numbers or other sensitive information through the contact form or by email. Call us instead.

Links to other sites

Links to other websites, including the Schwab and Orion client logins, are governed by those sites’ own privacy policies.

Children

This site is not directed to children under 13, and we do not knowingly collect information from them.

Changes to this policy

If we make a material change, we will post the revised policy on this page with a new effective date.