PCM Encore’s LLC California Consumer Privacy Rights Notice
Last Updated: October 18, 2024
At PCM Encore, LLC we are committed to respecting the privacy rights of our clients, especially those residing in California. In line with the California Consumer Privacy Act (CCPA), this notice provides information about your rights and our practices regarding the handling of your personal information.
Applicability
This notice is intended for California residents and explains how we collect, use, share, and protect their personal information. It also describes the rights California residents have under the CCPA and how to exercise them.
Our Data Practices
1. Information We Collect
We may gather personal information about you in the following categories:
a. Identifiers such as names, addresses, email addresses, and Social Security numbers.
  • Demographic details including age and gender.
  • Commercial data like transaction history and purchasing preferences.
  • Internet activity encompassing browsing behavior and interactions on our website.
  • Employment-related details if you are a job applicant or employee.
  • Educational background where relevant for job applications.
  • Other relevant information as needed for our services.
2. How We Obtain Information
  • You directly, when you provide information through forms, phone calls, or online interactions.
  • Your digital activity, gathered via cookies and similar technologies on our platforms.
  • Third-party service providers assisting in various operational aspects, from marketing to payment processing.
3. How We Use Personal Information
We utilize the data we collect to:
  • Provide services to our clients and maintain client relationships.
  • Enhance user experiences by understanding client needs.
  • Manage business operations effectively, including HR, marketing, and compliance.
  • Protect security and ensure safe and efficient service delivery.
Your Privacy Rights Under the CCPA
California residents are entitled to the following rights:
  • Right to Access: You can request details about the specific personal information we have collected about you, along with how we use and share it.
  • Right to Deletion: You have the right to ask us to delete your personal information, with some exceptions based on legal or business requirements.
  • Right to Correct Information: If you find any inaccuracies in the information we hold, you can request corrections.
  • Right to Opt-Out of Sale/Sharing: While we do not sell personal information, you can choose to opt-out if this practice changes.
  • Right to Non-Discrimination: Exercising your privacy rights will not affect the quality or availability of our services to you.
How to Exercise Your Rights
To make a request regarding your personal information, please:
We will need to verify your identity to process your request. Verification helps us ensure that your information is only disclosed to or modified by you.
Data Retention Policy
We keep personal information for as long as necessary to meet the purposes described above or as required by law. Once the information is no longer needed, we follow procedures to securely delete or anonymize it.
Changes to This Notice
From time to time, we may update this notice to reflect changes in our practices or the law. The latest version will always be available on our website, along with the effective date of the update. We encourage regular reviews to stay informed.
Contact Us
If you have any questions or concerns about this Privacy Policy, would like more information about our data practices, or need this Policy in an alternative format, please contact our Compliance Department at compliance@encoreinvestment.com.

Step into a future of financial clarity and confidence.

Contact us today to inquire about our services or to book an appointment

LOCATIONS

Local presence, national reach, unparalleled expertise.

encore map

Bellevue, WA

10900 NE 4th Street
Suite 2406
Bellevue, WA 98004

Aspen, CO

520 E Cooper Avenue
Suite 7C
Aspen, CO 81611

Dallas, TX

15305 Dallas Parkway
Suite 1200
Addison, TX 75001

Miami, FL

6th floor #6113
Brickell City Centre
78 SW 7th St
Miami, FL 33130

Richmond, VA

3900 Westerre Parkway
Suite 300
Richmond, VA 23233

Let’s Talk Now

The information provided on this website is for educational purposes only and does not constitute investment, legal, or tax advice. It is not an offer to buy or sell any security or insurance product and does not imply endorsement of any third-party services or viewpoints. Links to external content are for informational purposes and should not be construed as endorsements. All examples are hypothetical and for illustrative purposes only; we recommend contacting us for tailored advice based on your individual circumstances.

PCM Encore, LLC does not provide tax or legal advice and encourages you to seek guidance from qualified professionals regarding your specific situation. Any videos available on this site are for educational purposes and do not constitute investment advice. Our current written disclosure statement, as required under Form ADV, detailing our services, fees, and business operations, is available upon request. This website may contain forward-looking statements; actual results may differ due to various risks and uncertainties.

©2025 PCM Encore, LLC, a SEC registered investment advisor. Registration with the SEC does not imply a certain level of skill or training, and results are not guaranteed.

© PCM Encore 2025