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Privacy Policy

Updated November 9, 2026.

Who we are

Forum Partners Investment Management, LLC, 150 Washington Ave Ste 203, Santa Fe, NM, 87501, United States. Privacy email: [email protected]. Phone: 1 (505) 989-4201.

Information we collect

If you email, we handle your name, email address, company name, and the message you send. The form on this website does not store that message. It opens your mail app. Host logs may include an IP address and the page requested.

How we use it

We use it to answer you and, if you buy a plan, to run that agreement. Measurement and advertising cookies run only if you allow them. We do not sell personal information. We do not share it for cross-context behavioral advertising. We do not ask for information from children.

How long we keep it

Correspondence about a question is kept long enough to answer it and, if there is no plan, no longer than twenty-four months. Records a contract requires us to keep are kept for that legal period.

Who else sees it

The company that hosts this website and, only if you allow those cookies, a measurement or advertising provider.

Your choices

Write to [email protected] to ask what we hold, to correct it, or to delete it where the law allows.

California

A California resident may ask for disclosure, deletion, correction, and to opt out of sale or sharing. We do not sell personal information and we do not share it for cross-context behavioral advertising. Email [email protected]. We will not discriminate against you for asking.

New Mexico

This office is in New Mexico. If New Mexico law gives you a privacy right that applies here, write to the same address.

Cookies

Details are in the Cookie Policy.