Balanced Asset Management
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Privacy Policy

Last updated: August 03, 2026

Balanced Trading LLC ("we," "us," or "our") operates balanceassetmanagement-2.approval.tlrk.us (the "Site"). This Privacy Policy explains how we collect, use, and protect your personal information when you visit our Site or use our services.

Information We Collect

When you subscribe to our SMS program or interact with our website, we may collect personal information that you voluntarily provide, including your first name, last name, email address, and mobile phone number. This information is collected through our opt-in form and is used to deliver the SMS communications you have consented to receive.

We may also automatically collect certain information when you visit our website, including your IP address, browser type and version, operating system, referring URLs, pages viewed, and the dates and times of your visits. We may use cookies and similar tracking technologies to collect this information to help us understand how our website is used and to improve your experience.

Cookies & Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site usage, and assist in our marketing efforts. Cookies are small data files stored on your device. We may use session cookies (which expire when you close your browser) and persistent cookies (which remain on your device until deleted or expired). You can control cookie preferences through your browser settings; however, disabling cookies may limit certain functionality of our website.

How We Use Your Information

  • To provide and improve our services, including the delivery of SMS content you have subscribed to
  • To send SMS communications you've opted into, including editorial commentary, curated content, and promotional messages from Balanced Asset Management
  • To respond to your inquiries, comments, and support requests in a timely manner
  • To comply with applicable legal obligations, enforce our terms, and protect our rights and the rights of others
  • To analyze usage patterns, monitor the effectiveness of our communications, and improve the overall user experience

Third-Party Services & Links

We may share your information with trusted third-party service providers who assist us in operating our website, delivering SMS messages, and conducting our business. These providers are contractually obligated to keep your information confidential and to use it only for the purposes for which it was disclosed. We do not sell, rent, or share your personal information, including your phone number, with third parties for their own marketing purposes.

Our website or SMS messages may contain links to third-party websites or services that are not owned or controlled by Balanced Trading LLC. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

Data Security

We implement reasonable administrative, technical, and physical security measures designed to protect your personal information from unauthorized access, use, alteration, and disclosure. While we strive to protect your data, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security. If you have concerns about the security of your information, please contact us at brandon@balanceassetmanagement.com.

Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access the personal data we hold about you, request correction of inaccurate information, request deletion of your personal information, object to or restrict certain processing activities, and request portability of your data.

To exercise any of these rights, please contact us at brandon@balanceassetmanagement.com or write to us at 691 South Milpitas Boulevard, Milpitas, CA 95035. We will respond to your request within the timeframe required by applicable law. You may also opt out of SMS messages at any time by replying STOP to any message.

State-Specific Disclosures

California Residents (CCPA/CPRA): If you are a California resident, you have the right to know what personal information we collect, use, and disclose about you. You have the right to request deletion of your personal information and to opt out of the sale of your personal information. Balanced Trading LLC does not sell your personal information. To submit a request, contact us at brandon@balanceassetmanagement.com. We will verify your identity before processing your request and respond within 45 days as required by law.

Nevada Residents: Under Nevada law, certain consumers may opt out of the sale of personally identifiable information. Balanced Trading LLC does not sell your personal information as defined under Nevada law. If you have questions, please contact us at brandon@balanceassetmanagement.com.

Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Your continued use of the Site after changes constitutes acceptance of the revised policy.

Contact Us

If you have questions about this Privacy Policy, please contact us:

  • Email: brandon@balanceassetmanagement.com
  • Phone: 408 545 6725
  • Address: 691 South Milpitas Boulevard, Milpitas, CA, 95035, US
Home Privacy Policy Terms & Conditions SMS Terms

The content delivered through this SMS program is editorial and promotional in nature. It is not personalized advice of any kind and should not be relied upon as such. Any commentary or analysis shared reflects the opinions of the authors and does not constitute a recommendation to take any specific action. Past results discussed in any content are not indicative of future outcomes.

Balanced Trading LLC, operating as Balanced Asset Management, makes no representations or warranties regarding the accuracy, completeness, or timeliness of any content delivered through this SMS program. The company shall not be held liable for any decisions made based on the content of these messages.

To the maximum extent permitted by applicable law, Balanced Trading LLC's total liability arising from or related to this SMS program shall not exceed the amount you paid, if any, to access the service. By subscribing, you acknowledge and accept these limitations.

© 2026 Balanced Trading LLC. All rights reserved. | brandon@balanceassetmanagement.com