SMS Message Policy.

ProActive Advisors takes protection of personal information seriously and has policies in place to protect it (see our Privacy Policy link). Mobile information is not shared with third parties. We explicitly restrict use of mobile information for marketing purposes and do not send bulk SMS messages to the public.

Clients can send us a text message to our main phone number at 859-263-1117 and we will reply. Clients can request to not receive text messages and we will communicate with them by telephone or email. To receive or opt-out of receiving text messages, click the link: Opt-IN – Opt-OUT Permission.

Advisors of the firm can access automated Wealth Management Portfolio Alerts sent via SMS to this same telephone number (above) and review them on our internal communications ledger at: info@ proactiveadvisors.com.

We review and update our SMS and Privacy Policy regularly to meet evolving compliance and legal requirements and industry standards. This review occurs at least annually or more frequently if there are new threats or significant changes in federal, state or local laws. We are committed to maintaining transparency and trust with our clients.

Cookie Policy.

Thank you for visiting our website. We respect your privacy and are committed to safeguarding personal information received when visitors come to our website. We use Cookies: small text files that are sent to devices when you visit our website. They act as a memory for our website allowing us to remember visitors and logins on subsequent visits. Cookies can also remember your preferences, improve the user experience and tailor content you see. When you visit our website we assume you are expressing an interest in learning more and we log information such as the date and time of access, the IP address of the computer used to access the site, the domain, browser software, and operating system as well as the activities you engage when you visit our website. We use this information to improve our customer service. It is used internally to also enhance our website and our visitor’s website experience as well as to link online activity to email lists we have sent information to about firm advisory services. Should you want to stop receiving email or telephone communications from us, just send us an email to Info@proactiveadvisors.com requesting no further email or calls. Otherwise please contact us if you have any questions or concerns. We may be reached by the telephone and email addresses above. Our offices are located at 836 Euclid Ave., Suite 306 Chevy Chase Plaza, Lexington, KY 40502.