Cookie Policy

Latticework Investment Management, LLC

Last updated: August 20, 2026

This Cookie Policy explains how Latticework Investment Management, LLC ("Latticework," "we," "us," or "our") uses cookies, pixels, IP address logging, and comparable tracking technologies when you visit our website (the "Site"). Throughout this policy, we refer to all of these technologies collectively as "cookies."

What These Technologies Are

A cookie is a small text file placed on your device when you visit a website. Cookies are common across the internet and serve a variety of functions — remembering the choices you have made, keeping you signed in as you move between pages, and helping site operators understand how many people visit and what they look at.

A pixel (sometimes called a tracking pixel, tag, or beacon) is a short piece of code embedded in a web page. Pixels record that a visitor took a particular action, allow advertising platforms to measure whether a campaign produced a result, and support audience targeting on those platforms.

An IP address is the numeric identifier assigned to any device or network that connects to the internet. It travels with your requests to our Site as a normal part of how the internet works.

Why We Use Cookies

We use cookies on the Site for the following purposes.

Analytics and measurement. Analytical cookies let us count visitors, distinguish one visit from another, and observe how people move through the Site. We use what we learn to improve the Site — for instance, to see whether visitors are able to locate the information they came for, or to identify which pages draw the most interest.

Remembering your preferences. Certain cookies are set when you make a choice about how you want to use the Site. These allow the Site to recall your settings on a later visit so that aspects of your experience can be tailored to you.

Recording notices and consent. We may set a cookie to record that you have been shown a notice — such as this policy — or that you have agreed to terms presented on the Site. This spares you from being asked to review or accept the same terms repeatedly.

Session management. Session cookies help the Site keep track of your activity during a single visit. They are temporary and are removed from your device when you close your browser.

Functionality. Some cookies hold information the Site needs in order to operate. Where a request or transaction moves through several steps, for example, cookies can hold the information entered at each step so the process can be completed.

Persistent storage. Persistent cookies remain on your device for a period fixed by whoever set the cookie. That period may be anywhere from minutes to years, and the cookie stays in place until it expires or you delete it manually.

Third-party cookies. Visiting the Site may result in cookies being set by parties other than Latticework, for any of the purposes described above. We do not control how those parties configure or use their cookies, and we encourage you to review their own policies for details on their practices and opt-out options.

Cross-site tracking. Cookies can be used to observe browsing activity across multiple, unrelated websites. Third parties may use this capability to build advertising audiences and deliver targeted advertising.

IP address logging. We may log and analyze IP addresses, which can help us identify visitors to the Site and support marketing efforts directed to them.

Your Consent

By continuing to use the Site, you consent to our placing cookies on your device for the purposes described above. We encourage you to read this policy in full so that you understand what is collected when you use the Site.

If you do not want cookies used in connection with your visit, you should stop using the Site or withdraw your consent using the methods below.

How to Withdraw Consent

Browser controls

Your browser gives you direct control over cookies. Depending on the browser, you can generally:

• delete cookies already stored on your device;
• block all cookies;
• allow all cookies;
• block third-party cookies specifically;
• clear cookies automatically each time you close the browser;
• browse in a private or incognito window, which avoids storing data locally; and
• install extensions or add-ons that give you finer control.

Note that restricting cookies may mean you have to reset your preferences on each visit, and that some features of this or other websites may not function as intended.

Removing pixels

Pixels are managed through the advertising platform that issued them — a social platform such as Facebook or LinkedIn, for example. To remove one, sign in to your account on that platform, open the settings or asset-management area where advertising assets are administered, and locate the section covering pixels or insight tags. From the list of pixels associated with your account, select the one you want to remove and follow the platform's removal instructions.

Analytics opt-out

Google offers a browser add-on that opts you out of Google Analytics measurement on every site that uses it.

More Information

For general guidance on controlling, blocking, and deleting cookies, you may find AllAboutCookies.org a useful resource.

Contact Us

Questions about this Cookie Policy can be directed to:

Latticework Investment Management, LLC
7420 W 162nd Terr
Overland Park, KS 66223
913-386-8481
gus@latticeworkfinancial.com

OUR COMMITMENT

Transparent, cost-conscious investing.

We aren’t interested in industry buzzwords, flashy marketing, or complexity built to look sophisticated. The best businesses run on plain principles: fairness, competence, transparency, steady improvement, and doing right by people.

Our philosophy owes a great deal to the Penney Idea — the seven principles James Cash Penney set down in 1913, an hour up the road from here in Hamilton, Missouri. The second one is the one we keep coming back to.

“To expect for the service we render a fair remuneration and not all the profit the traffic will bear.”

THE PENNEY IDEA, 1913

Managing money should work the same way.

WHERE THINGS STAND

Step 1 - COMPLETE

Registration effective

A registered investment adviser in Kansas, held to a fiduciary standard.

Step 2 - COMPLETE

Custodian and systems live

Accounts custodied at Charles Schwab, with planning and reporting software in place.

Step 3 - UNDERWAY

Soft opening

Onboarding friends and family, refining every step before we widen the door.

NEXT

Open to all

Weeks away, not months. Call now and we’ll walk you through it in the meantime.

WHAT YOU CAN EXPECT

Advice, not a sales pitch

Advice is the product. You’ll know exactly how we are paid before you decide anything, and no recommendation depends on you buying something.

Costs you can see

Our fee, the fund expenses underneath it, and what you are paying right now — written out in plain numbers before you move a dollar.

The whole picture

Taxes, Social Security, Medicare, insurance, investments and estate decisions are one system, not six errands. We work them together.

A reasoned approach to investing

Investment management should be deliberate, disciplined and prudent — not commoditized. Portfolios here are built on reasoning, not fads. We can defend every part of yours.