At PCM Encore, LLC, your privacy and the protection of your personal information is a top priority. As a trusted investment advisor, we are committed to safeguarding the information you share with us and ensuring transparency about how it is used.

This Privacy Policy applies to all PCM Encore, LLC websites, mobile applications, and any other digital platforms (collectively referred to as “digital properties”) operated by or on behalf of PCM Encore, LLC.

The terms “PCM Encore, LLC,” “we,” “our,” or “us” refer to PCM Encore, LLC and any subsidiaries or affiliates operating within the United States.

Additionally, information collected during your interaction with our advisory services or platforms may be governed by separate regulatory obligations under the Investment Advisers Act of 1940 and other applicable privacy laws. This Privacy Policy outlines our practices specifically in the context of online data collection.

At PCM Encore, LLC, we are committed to transparency and protecting your privacy. By using our digital properties, you consent to the collection, use, and sharing of your personal information, as described in this Privacy Policy, and in accordance with applicable laws and regulations.

Our websites may contain links to third-party websites that are not affiliated with PCM Encore, LLC. These links are provided for your convenience, and you should review the privacy policies of those websites independently. PCM Encore, LLC is not responsible for the privacy practices or content of third-party sites.

We employ a variety of security measures to protect your personal information from unauthorized access, use, or disclosure. These measures comply with applicable federal and state regulations, including encryption technologies, secure servers, and restricted access to sensitive information.

In the event of a data breach, PCM Encore, LLC will promptly notify affected parties in accordance with applicable laws and regulations.

Our services are not intended for individuals under the age of 13, and we do not knowingly collect personal information from children. Please notify us immediately if you believe we have inadvertently collected such information.

Information We Collect

We collect information to provide a better experience and meet regulatory requirements. The information we collect generally falls into three categories:

This includes details that personally identify you, such as your name, email address, phone number, Social Security number, and other similar details. Personal information is collected when you apply for an account, subscribe to updates, or communicate with us directly.

In addition to personal information, we may collect non-public information such as income, tax identification number, financial account numbers, or other data that is necessary to provide advisory services and meet regulatory compliance.

We may collect data regarding your usage of our website and digital properties, including IP address, browser type, device type, and geolocation data. We use cookies and similar technologies to track user behavior on our sites. For more details, please refer to our Cookie Policy.

We collect information in several ways, including but not limited to:

• When you open a new account or apply for a product or service.
• Through forms, surveys, or interactions you have with our advisors.
• When you visit or interact with our digital platforms.
• Automatically through the use of cookies, pixel tags, and other tracking technologies.
• From third-party sources, such as credit reporting agencies or financial data aggregators.

We use the information we collect to:

• Provide and manage the services you have requested, including investment advice, account management, and financial planning.
• Verify your identity and protect your accounts from fraud or unauthorized access.
• Comply with legal and regulatory requirements, including federal and state securities laws.
• Improve the functionality and performance of our digital properties through analytics and user feedback.
• Send promotional messages and service-related communications, including account updates and legal notices, where applicable.
• Market our services and products in accordance with your preferences and consent.

We do not sell your personal information. We may, however, share your information with trusted service providers or financial institutions with which we have joint marketing agreements, as well as those who process information on our behalf for business purposes.

Additionally, we may disclose your information if required by law, regulation, or legal process, or to protect the rights, safety, or property of PCM Encore, LLC, our clients, or the public.

We limit access to your non-public personal information to those employees, contractors, or service providers who need it to perform their responsibilities. They are required to maintain confidentiality and comply with industry-standard safeguards to protect your data.

We use a combination of physical, electronic, and procedural controls to ensure the security of the information we collect. However, no system can be guaranteed to be 100% secure, and you should take appropriate measures to protect your accounts and devices.

If you believe your personal information is inaccurate, incomplete, or out of date, please contact us to make any necessary updates. You may update your information by contacting our support team or logging into your account on our website or mobile app.

You have certain rights regarding your personal information, including the ability to:

• Opt-Out of Marketing: You may opt-out of receiving promotional messages by following the unsubscribe instructions in our communications or contacting us directly.
• Request Access to Information: You may request access to the personal information we hold about you and request corrections where necessary.
• Cookies and Tracking Technologies: You can manage your cookie preferences through your browser settings or by referring to our Cookie Policy.

We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. Any updates will be posted on our website with an updated effective date. We encourage you to review this policy regularly to stay informed of how we protect your privacy.

If you have questions about this Privacy Policy or how we handle your personal information, please contact us at:

• Email: support@encoreinvestment.com
• Phone: (888) 697-0204
• Mailing Address: 10900 NE 4th Street, Suite 2406, Bellevue, Washington 98004

Visit our Cookie Policy to learn more about how we use cookies and tracking technologies.

Visit our Terms of Use to understand the conditions of using our website.