Privacy Policy

Last updated: 2025

Touchstone Investments LLC ("Touchstone," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or contact us about our financial products and services.

Information We Collect

We may collect information you provide directly to us, including your name, business name, email address, telephone number (if you choose to provide it), and any details you share about your business and funding needs. We may also collect limited technical information automatically, such as browser type and pages visited, to operate and improve our site.

How We Use Your Information

How We Share Information

We may share information with trusted service providers who perform functions on our behalf, and as required by law or to protect our rights. We do not sell your personal information.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS & Text Message Communications

If you opt in to receive text messages from Touchstone Investments LLC, you expressly consent to receive recurring marketing and promotional SMS/MMS messages sent using an automated telephone dialing system (ATDS). Your consent is obtained through a separate, unchecked opt-in and is never bundled with other agreements.

  • Message frequency may vary; you may receive up to 4 messages per month.
  • Message and data rates may apply.
  • Reply STOP to opt out of messages at any time.
  • Reply HELP for assistance.
  • Consent is NOT a condition of purchase of any goods or services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices

You may opt out of marketing communications at any time, including by replying STOP to text messages or contacting us using the details below. You may also request access to or correction of your personal information.

Children's Privacy

Our services are intended for businesses and individuals 18 years of age or older. We do not knowingly collect information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

Contact Us

Touchstone Investments LLC
5117 Seneca Trail, Milton, FL 32583
jennifer@thetouchstoneinvestments.com