Effective May 1, 2026

Era Financial Services, Inc. ("we", "us", "our") is committed to protecting your privacy. This policy describes how we collect, use, and protect information when you visit portfoliofinancialservices.com or subscribe to our publications.

01 — Information We Collect

We collect information you provide directly — name, email address, and optional mobile number when you subscribe to The Portfolio Brief. We also collect technical information automatically: IP address, browser type, device type, referring URL, and pages visited.

02 — How We Use Information

We use your information to deliver The Portfolio Brief newsletter and SMS alerts, respond to contact form inquiries, improve our editorial content, and comply with legal obligations.

03 — Information Sharing

We do not sell or rent personal information. We share data only with service providers necessary to operate the publication (email delivery, hosting) under contractual confidentiality obligations.

04 — SMS Data Protection

If you opt in to SMS alerts, your mobile number and SMS opt-in data will not be sold, rented, leased, or shared with any third parties, affiliates, or partners for their own marketing or promotional purposes. No mobile information will be shared with third parties for marketing/promotional purposes.

05 — Your Rights

Depending on your jurisdiction, you may access, correct, delete, or restrict use of your personal information. California residents may submit requests under the CCPA/CPRA. Contact privacy@portfoliofinancialservices.com.

06 — Data Retention

We retain subscriber data for as long as you remain subscribed and for 12 months thereafter for regulatory compliance. SMS consent records and opt-in data are retained for a minimum of 4 years from the date of consent. SMS opt-out and revocation records are retained for a minimum of 10 years.

07 — Cookies

We use minimal cookies for site functionality. We do not use third-party advertising cookies.

08 — Children

Our content is not directed at individuals under 18. We do not knowingly collect data from minors.

09 — Changes

We may update this policy from time to time. Material changes will be communicated to subscribers.

10 — Contact

Era Financial Services, Inc.
4900 College Blvd., P.O. Box 2974
Shawnee Mission, KS 66201
privacy@portfoliofinancialservices.com