PRIVACY POLICY
 

Effective Date: June 16, 2026
 

Morton Investment Research ("we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you visit our website, subscribe to our research publications, or utilize our quantitative model updates (collectively, the "Services").
 

By accessing or using our Services, you consent to the collection and use of your information in accordance with this Privacy Policy.
 

1. Information We Collect
 

We collect information that identifies, relates to, or could reasonably be linked to you ("Personal Information") in the following ways:
 

A. Information You Voluntarily Provide to Us
 

• Account & Contact Data: When you sign up for a newsletter, register for a subscription, or fill out a contact form, we may collect your name, email address, phone number, and billing address.
   

• Financial & Payment Data: If you purchase a premium subscription, your payment details (credit card number, CVV, expiration date) are collected. Note: We do not store or process your financial data directly on our servers. All payments are securely processed through encrypted, PCI-compliant third-party payment gateways (such as Stripe or Wix Payments).
   

B. Information Collected Automatically
 

• Technical & Usage Data: When you navigate our Site, we automatically collect certain technical data, including your IP address, browser type, operating system, referring URLs, pages viewed, time spent on the Site, and other diagnostic data.
   

• Cookies and Tracking: We use cookies and similar tracking technologies to maintain your active login session, remember your preferences, and analyze website traffic via analytics tools (such as Google Analytics). You can manage or disable cookies through your browser settings, though doing so may limit your access to certain premium features of the Site.
   

2. How We Use Your Information
 

We use the information we collect for professional and operational purposes, including:
 

• To provide, maintain, and deliver our research, market commentary, and quantitative model updates.
   

• To process your subscription transactions and manage your account billing.
   

• To send you administrative updates, security alerts, and customer support messages.
   

• To deliver our newsletter and marketing communications (you can opt out of these at any time via the "unsubscribe" link).
   

• To monitor and analyze website traffic patterns to improve our Site user experience.
   

• To enforce our Terms of Use and comply with applicable legal or regulatory obligations.
   

3. Sharing and Disclosing Your Information
 

We value your privacy and maintain a strict standard regarding your data. We do not sell, rent, or trade your Personal Information to third parties for marketing purposes.
 

We only share your data with trusted third-party service providers who perform critical business operations on our behalf:
 

• Website Hosting & Platform Providers: Companies that maintain our web framework and databases (e.g., Wix).
   

• Payment Processors: Secure financial institutions that process your subscription fees (e.g., Stripe, Wix Payments).
   

• Email Service Providers: Platforms used to distribute our research alerts, market commentary, and newsletters.
   

All such third parties are contractually obligated to keep your data confidential, handle it securely, and use it solely to perform the specific services we have requested.
 

4. Data Security and Retention
 

We implement industry-standard administrative, technical, and physical security measures designed to protect your Personal Information from unauthorized access, disclosure, alteration, or destruction.
 

We retain your Personal Information only for as long as is necessary to fulfill the purposes outlined in this Privacy Policy, manage your active subscription account, or satisfy any legal, accounting, or regulatory requirements.
 

5. Your Privacy Rights
 

Depending on your jurisdiction (such as Canada under PIPEDA), you have specific rights regarding your Personal Information, including:
 

• The Right to Access: You have the right to request a copy of the Personal Information we hold about you.
   

• The Right to Correction: You have the right to request that we correct any inaccurate or incomplete personal data.
   

• The Right to Deletion: You have the right to request that we permanently delete your account and associated personal data from our active systems, subject to certain legal obligations (such as financial auditing retention rules).
   

• The Right to Withdraw Consent: You can withdraw your consent to receive automated marketing emails at any time by clicking "unsubscribe."
   

To exercise any of these rights, please contact us using the information provided below.
 

6. Third-Party Links
 

Our Site or research publications may contain links to external websites, articles, or resources that are not operated by us. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party sites. We encourage you to review the privacy policy of every website you visit.
 

7. Changes to This Privacy Policy
 

We reserve the right to update or modify this Privacy Policy at any time to reflect operational changes, technical updates, or evolving legal frameworks. Any changes will be posted on this page with an updated "Effective Date." We encourage you to review this policy periodically to stay informed about how we protect your information.
 

8. Contact Information
 

If you have any questions, concerns, or requests regarding this Privacy Policy or our data management practices, please contact us at:
 

• Email: contact@mortonir.com