Privacy Policy

Effective Date: 7/8/2025

At RMH Investment Management, LLC (“we,” “our,” or “us”), your privacy is important to us. This Privacy Policy explains what personal information we collect, how we use it, and your rights under applicable U.S. data protection laws. RMH Investment Management provides portfolio management and financial advice services. We adhere to professional codes of conduct and the legal standards governing Registered Investment Advisors. The contents of this website are not to be considered investment recommendations. The contents of this website are for educational and outreach purposes only. Past performance is not a guarantee of future results.

Categories of Information We Collect

We do not collect personal information via our website in the following categories:

• Professional or Employment-Related Data
• Education Records: Such as student files or directory information.
• Inferred Characteristics: Data used to create personal profiles (e.g., preferences or behavioral traits).
• Personal Demographics: Gender, ethnicity, economic status, political affiliation, religious affiliation, etc.

Additional Information We May Collect

We may gather other types of personal information in the following contexts:

• When you contact us through our website’s contact form, we collect your name and email address.
• When you submit your email to subscribe to our newsletter. Newsletter recipients may click the button at the bottom of any email to unsubscribe. Or they can request to be unsubscribed by emailing richard@rmhinvestment.com.
• When you interact with us in person, online, by phone, or by mail.
• When you participate in surveys or request support.
• To provide our services and respond to your inquiries.

When an individual chooses to become a client, we will then collect personal information that is required to create an account for them. We collect this information after we have gone over our service agreement and received their consent and signature. The information we collect includes things such as their birthday, social security number, phone number, bank account numbers, and mailing address. It is not our intention to solicit any of that personal information via our website. We only collect the necessary information to be able to serve our clients in day to day operations. We keep information records for at least 5 years to comply with RIA regulation, and typically 7 years in line with CFA Institute guidance. Clients and users may contact us if they have any questions on how their information is collected or stored.

Data Retention Policy

We retain personal information based on applicable regulations:

• General Correspondence (Category A): We retain records for at least 7 years, in line with CFA Institute guidance and RIA (Registered Investment Adviser) requirement of retaining for at least 5 years.
• Contact Form Submissions (Category B): For website users, we only collect names and email addresses when the contact form is used. For clients, we may collect additional data such as phone numbers, social security numbers, and birthdates for investment account setup, retained for at least 5 years.
• Demographic Information (Category C): We do not request birthdate, age, or gender through the website. If someone becomes a client, we collect this data as part of onboarding.
• Geolocation Data (Category G): Our site is hosted on Wix, which may collect non-specific geolocation data.​

Your Rights Under U.S. Privacy Laws

Depending on your state, you may have the following rights:

• The right to know if we are processing your personal data.
• The right to access or correct your data.
• The right to request deletion of your data.
• The right to obtain a copy of your personal information.
• The right to opt out of profiling, targeted advertising, or the sale of personal data.
• The right to non-discrimination when exercising privacy rights.

Additional rights in some states may include:

• Access to categories and specific third parties your data has been shared with.
• The ability to limit or opt out of processing of sensitive information.
• Rights to understand or review how personal data has been used in automated decision-making.

How to Exercise Your Rights

To submit a data request, contact us by:

• Email: richard@rmhinvestment.com
• Phone: 520-314-2300
• Mail: See contact information below

You may also designate an authorized agent to act on your behalf. Proof of authorization will be required.

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Request Verification

We must verify your identity before fulfilling your request. We’ll only use the information you provide to confirm your identity or authority. If we can’t verify you, we may request additional details to proceed.

If a request is made through an authorized agent, the agent must submit written proof of your permission.

Appeals Process

If we decline your request, you may appeal by emailing us at richard@rmhinvestment.com. We’ll respond in writing with an explanation. If your appeal is denied, you can contact your state’s Attorney General.

California Residents – “Shine the Light” Law

Under California Civil Code Section 1798.83, California residents can request information regarding the types of personal data we shared with third parties for direct marketing and the identities of those third parties.

To request this information, contact us at the details listed below.

Policy Updates

We may update this Privacy Policy to reflect changes in our practices or to remain compliant with legal requirements. The “Effective Date” at the top of this page will be updated accordingly. If major changes occur, we may notify users via the website or direct communication.

Contact Information

RMH Investment Management, LLC
3430 E Sunrise Dr, Suite 180
Tucson, AZ 85718
United States

Email: richard@rmhinvestment.com
Phone: 520-314-2300​