Last Updated: May 2026
SOSAA Investments LLC ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, and safeguard your information.
Information We Collect
- Contact Information: Name, email, phone number, and mailing address.
- Financial Data: Information relevant to providing investment and advisory services.
- Communication Records: Correspondence via email, phone, or text message.
- Website Data: IP address, browser type, device information, and browsing patterns.
How We Use Your Information
- Providing financial advisory and investment services.
- Communicating about your accounts, investments, and our services.
- Sending promotional SMS messages with your explicit consent.
- Enhancing our website and service delivery.
- Complying with legal and regulatory requirements.
SMS and Text Messaging
If you opt in to receive text messages from SOSAA Investments LLC, we may send recurring promotional SMS messages. Message and data rates may apply. Reply STOP to opt out. Reply HELP for assistance.
We may use an automatic telephone dialing system (ATDS) to deliver promotional text messages. Your consent to receive text messages is not a condition of any purchase or service.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
Sharing of Information
We do not sell your personal information. We may share data with:
- Service providers assisting in our operations.
- Financial institutions as needed to deliver services.
- Legal authorities when required by applicable law.
Data Security
We employ reasonable technical and organizational measures to protect your personal data. No system is entirely secure, and we cannot guarantee absolute security.
Use of ATDS
SOSAA Investments LLC may use an Automatic Telephone Dialing System (ATDS) for delivering text messages. By providing your phone number and opting in, you consent to receive messages via ATDS.
Your Rights
- Request access to or deletion of your personal data.
- Opt out of promotional communications at any time.
- Control cookie preferences through your browser settings.
Children's Privacy
Our services are not intended for individuals under 18. We do not knowingly collect information from children.
Policy Updates
This policy may be updated periodically. Changes will be posted on this page with an updated date.
Contact Us
SOSAA Investments LLC
713 Morning Oaks Dr, Holly Springs, NC 27540
Email: jyoti@sosaainvestments.com