About Us - Ingeniq Capital

While working in the technology space throughout the majority of his career, David began his journey toward the formation of Ingeniq Capital as the culmination of several years as a financial coach and educator. This journey started as a way to share his passion for financial techniques he had learned over the years, especially since there was so much incorrect (or partially correct) information circulating in the online communities he was involved in. As a lifelong learner, David always had a tendency to dig deeper into any topic or problem he encountered, so he began by offering a ‘retirement preparation bootcamp’ to teach people financial concepts and techniques. The bootcamp quickly gained popularity and David taught over 600 people in financial topics in a span of about 2 years. In order to keep the class size small, bootcamp registrations were held every few weeks.

Despite this success, David decided to discontinue the bootcamp courses, because of two main reasons: the students understood the concepts fine, but when trying to apply the concetps to their own situations, they were easily confused and often needed personalized help. The other problem was that simply teaching people the basics of personal finance took up a lot of time, but did not provide enough room for David to provide more advanced techniques and know-how. After some of the requisite soul-searching, David decided to venture into establishing Ingeniq Capital. Through Ingeniq Capital, David seeks to provide intelligent and thoughtful financial planning and advisory services.

David is bilingual in English and Korean, and interestingly has a graduate degree in ministry, which helps David to approach his clients with not just numbers in mind, but also with a heart toward genuinely helping his clients plan and live more fulfilling lives. David takes pride in keeping informed of the latest developments in finance and taxation and educating clients with personalized advice.

As principal and owner of Ingeniq Capital, David is fully licensed as a registered investment advisor representative and also holds the IRS Enrolled Agent designation.

PRIVACY POLICY NOTICE

We care about your privacy and want you to feel comfortable and secure in your use of our site (www.ingeniqcapital.com). We recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We do not sell or disclose personal information to anyone apart from products or services you have specifically requested or unless it is required by law. We urge you to read this notice explaining our online information practices. By using this site, you are accepting the practices described in this Privacy Policy.

Personal Information
We collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

Why We Collect Your Information:
· In order to allow us to provide tailored investment and advisory services to you; and,
· To comply with the relevant Federal and State laws and regulations that govern us.

What We Collect and Maintain:
· Information that you provide on applications or other forms, which may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition
· Identifying information such as your name, age, address, social security number, etc.
· Information about your transactions with us and information that we generate to service your financial needs
· Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

Security of Your Information:
We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.

Information We Disclose:
We do not disclose the non-public personal information we collect about our customers to anyone except: (1) to individuals and/or entities not affiliated with Ingeniq LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with Ingeniq LLC to service your account; (2) to your authorized representative or power of attorney; or (3)
otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

Former Clients:
If you decide to close your account(s) or become an inactive customer, we will adhere to our privacy policies, which may be amended from time to time.

Changes to Our Privacy Policy:
In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements.

If you have questions about this privacy notice or about the privacy of your information call our main number (737) 808-2828 and ask for the Chief Compliance Officer or email cco@ingeniqcapital.com.