Privacy Policy

Effective Date: 02/11/2025

1. Introduction

Kensington Asset Management, LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or communicate with us through email, SMS text message or Social Media.

2. Information We Collect

We collect information that you voluntarily provide when you interact with us, including:

• Personal Information: Name, email address, mobile information, social media profiles, and any other contact details.
• Electronic Communications: Information from your emails and SMS text messages
• Social Media: Information from your social media profile, including username and public information and social media messaging.
• Cookies and Tracking Technologies: We use cookies and similar tracking technologies to track website activity and store certain information. Cookies may include an anonymous unique identifier. You can refuse all cookies but some website features may not be available.

3. Use of Your Information

We use the information we collect to:

• Monitor and analyze website usage.
• Improve our website and services.
• Communicate with you via email, mobile phone, social media, and other electronic means.
• Market financial products and services to financial institutions and financial professionals (B2B only)
• To comply with legal obligations.

4. Sharing Your Information

We do not sell, trade, or otherwise transfer your personal information to outside parties. We may share you information with:

• Service Providers: We may employ third-party companies and individuals to facilitate our website, to provide the website on our behalf, to perform website-related services, or to assist us in analyzing how our website is used.
• Affiliate(s): We utilize Xtollo Investment Partners, LLC, a Marketing Firm, to promote our products and services.
• Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above (or below) categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Client California Privacy Rights (CCPA)

If you are a client and a California resident, you have the following rights:

• The right to know what personal information is being collected about you.
• The right to request the deletion of your personal information.
• The right to know whether your personal information is sold or disclosed and to whom.
• The right to access your personal information.
• The right to equal service and price, even if you exercise your privacy rights.

6. Your Privacy Rights (GLB and Regulation S-P)

As a SEC-registered RIA, we comply with the GLB and Regulations S-P by:

• Privacy Notices: Providing clear and conspicuous privacy notices that explain our information-sharing practices and clients the right to opt-out of certain sharing practices. These notices are provided at the beginning of our advisory relationship and annually thereafter.
• Opt-Out Rights: Giving clients the right to opt-out of having your nonpublic personal information shared with nonaffiliated third parties, except in certain circumstances.
• Safeguarding Information: Implementing and maintaining a comprehensive information security program that includes administrative, technical, and physical safeguards to protect client information.

7. Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us:

• By email: [email protected]
• By phone number: 877.891.1222