Privacy Policy

Expat Wealth Advisors, also doing business as GFM Asset Management, is committed to protecting your privacy. As a U.S. Securities and Exchange Commission (SEC)-registered investment adviser, we are required by federal law—including Regulation S-P (17 CFR Part 248)—to adopt policies and procedures to protect the confidentiality of your nonpublic personal information and to provide you with this notice of our privacy practices.

Under SEC Regulation S-P, we must provide clients and consumers with a clear explanation of how we collect, share, and protect your information. This privacy notice applies to all current and former clients of [Advisor Name].
Information We Collect
To provide financial advice, manage your investments, and comply with regulatory obligations, we may collect nonpublic personal information including, but not limited to:

Name, address, and contact details

Social Security number or taxpayer identification number

Financial account numbers and custodial details

Investment holdings, income, assets, and net worth

Employment and tax-related information

Risk tolerance, investment objectives, and transaction history

How We Use and Share Information
We use your information exclusively to deliver advisory services and meet compliance obligations. We do not sell your information to any third party.

We only share your information with third parties necessary to administer your account and perform essential business functions. These include:

Custodians (e.g., Fidelity, Altruist, Interactive Brokers)

Trading platforms and financial technology providers

Third-party service providers, such as compliance consultants or data processors

Each service provider is obligated by contract and law to maintain the confidentiality and security of your information and to use it only for the agreed-upon purposes.

Safeguarding Your Information
Consistent with SEC Rule 30(a) of Regulation S-P (“the safeguards rule”), we maintain physical, electronic, and procedural safeguards reasonably designed to protect your information from unauthorized access or disclosure.

Your Rights and Our Commitment
We treat the information of current and former clients with equal care and confidentiality. You may request a copy of this privacy policy at any time. We will notify you annually if there are any material changes to this policy.

Contact Us
If you have questions about our privacy practices or wish to obtain a copy of this policy, please contact:

Jeremy Wolf, ‪+41-76-296-6500‬ or ‪+1-415-291-3005‬