Online Privacy Statement

Cybersecurity & Privacy Policy

Revised May 2026

At InvestHER Fiduciary Solutions (IFS), protecting the privacy and security of your information is a top priority. We are committed to safeguarding the confidentiality of the information you share with us and maintaining strong cybersecurity practices to prevent unauthorized access.

Privacy Commitment

Our relationship with you is built on trust. We treat all non-public personal information with the highest level of confidentiality, whether you are a current or former client.

Information We Collect

To provide financial planning and advisory services, we may collect non-public personal information such as your name, Social Security number, assets, income, account activity, and other details obtained through applications, transactions, or interactions with us.

How We Protect Your Information

We maintain physical, electronic, and procedural safeguards that meet federal standards to protect your information. Access is limited to employees and strategic partners who need it to provide services, all of whom are subject to strict confidentiality requirements.

We may share information with affiliates or service providers only as necessary to support our services or as required by law.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.

Confidentiality Practices

We do not disclose non-public personal information about current or former clients except as permitted by law. Access to your information is restricted to those who require it to perform their responsibilities. We do not share your information with external organizations unless authorized by you, disclosed to you, or permitted by law. Medical information, if collected, is used only for insurance underwriting or as otherwise authorized.

Cybersecurity Measures

We use encryption, secure network connections, access controls, and continuous system monitoring to protect your data. Our systems are monitored regularly, and we require strong passwords and multi-factor authentication for access to sensitive information.

Shared Responsibility

While we maintain rigorous security measures, protecting your information is a shared responsibility. We encourage you to use strong passwords, remain vigilant against phishing attempts, and take steps to secure your personal devices. No system can guarantee absolute security, but together we can significantly reduce risk.

Contact Us

If you have questions or concerns about the privacy or security of your information, please contact us at info@investherfs.com.

InvestHER Fiduciary Solutions

Your privacy and security remain our priority.