Privacy Policy

Effective Date: September 30th, 2025

Our Commitment to Your Privacy

At Makarios Investments INC (“Makarios”), we value your trust and are committed to protecting your personal information. Federal law gives consumers the right to limit some but not all sharing of personal information. This notice explains what we collect, how we use it, and how we safeguard it.

Information We Collect

We collect nonpublic personal information about you such as:

• Information you provide in applications, agreements, or other forms (name, address, Social Security number, income, net worth).
• Information about your transactions with us, our affiliates, or others (account balances, holdings, trading activity).
• Information we receive from custodians, broker-dealers, accountants, or other professionals you authorize.

How We Use and Share Information

We use your information solely to provide investment advisory services and related support.

We do not sell your personal information.

We may share your information only with:

• Your custodian (e.g., Charles Schwab) and service providers necessary to manage your account.
• Professionals you authorize (e.g., accountants, attorneys, tax preparers).
• Regulators, auditors, or as required by law.

Safeguarding Your Information

We maintain physical, electronic, and procedural safeguards designed to protect your personal information. Access is restricted to employees who need the information to provide services to you.

Former Clients

If you end your relationship with us, we will continue to protect your information and only share it as described in this notice.

Your Rights

Federal law allows you to limit certain types of sharing, such as with affiliates or for marketing purposes. Makarios does not share your personal information for these purposes.

Questions?

Call us at 888-850-8455 or email jean@makariosinvestments.com if you have questions about this Privacy Policy.