Privacy Policy

Eppler Capital Funds (“we,” “our,” or “us”) is committed to protecting your privacy and handling your information responsibly. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, submit forms, or communicate with us.

Information We Collect
We may collect personal information that you voluntarily provide, including but not limited to:
• Name
• Email address
• Phone number
• Investment interests or general financial goals
• Communication preferences
We may also automatically collect certain technical information when you visit our website, including:
• IP address
• Browser type
• Device information
• Pages visited and time spent on site

How We Use Your Information
We use the information collected to:
• Respond to inquiries and requests
• Provide educational materials and communications you have requested
• Schedule portfolio reviews or consultations
• Deliver email and SMS communications when consent is provided
• Improve website performance and user experience
• Maintain compliance with applicable laws and regulations
We do not sell your personal information to third parties.

Email and SMS Communications (A2P Compliance)
By submitting your information through our website or opting in to receive communications, you consent to receive emails and text messages from Eppler Capital Funds.
• Message frequency may vary
• Message and data rates may apply
• Consent is not a condition of investment
• You may opt out at any time
To unsubscribe from emails, use the link provided in each email.
To opt out of SMS messages, reply STOP at any time.
We maintain records of consent in accordance with A2P 10DLC requirements.

If you are experiencing issues with the messaging program – you can reply with the keyword HELP for more assistance, or you can get help directly at 445-895-2614

Confidentiality and Data Protection
We treat your information as confidential and implement reasonable administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, or misuse.
Access to personal information is limited to authorized personnel and service providers who require it to perform their functions and are contractually obligated to maintain confidentiality.

Cookies and Tracking Technologies
Our website uses cookies and similar technologies to improve functionality and analyze usage.
Google Analytics
We use Google Analytics to understand how visitors interact with our website. Google Analytics collects anonymized usage data to help us improve content and performance.
Microsoft Clarity
We use Microsoft Clarity to analyze user behavior through heatmaps and session recordings to improve user experience. Clarity may collect interaction data such as mouse movements, scrolling, and clicks.
You can control or disable cookies through your browser settings. Disabling cookies may limit certain website functionality.

Third Party Service Providers
We may use trusted third party platforms to manage communications and website operations, including:
• Email and SMS delivery platforms
• CRM and marketing automation tools such as GoHighLevel
• Analytics and performance monitoring tools
These providers are authorized to use your information only as necessary to provide services on our behalf and are required to maintain appropriate data protection standards.

Data Retention
We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy or to comply with legal and regulatory obligations.

Your Rights and Choices
You may:
• Request access to your personal information
• Request correction or deletion of your information
• Withdraw consent for communications
Requests can be submitted using the contact information below.

Policy Updates
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

Contact Information
If you have questions about this Privacy Policy or how your information is handled, please contact:
Eppler Capital Funds
Email: [email protected]
Phone: 445-895-2614