Privacy Policy
Introduction
Twelve East Advisors ("Twelve East," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website at twelveeastadvisors.com (the "Site") or engage with our advisory services.
Securities are offered through Metropolitan Capital Investment Banc (MCIB), member FINRA (www.finra.org) and SIPC (www.sipc.org). Twelve East Advisors and MCIB are not affiliated entities.
By accessing or using the Site, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Site.
Information We Collect
Information You Provide
We may collect personal information that you voluntarily provide when you:
Contact us through our website, email, or phone
Schedule a consultation or call
Submit an inquiry or request information about our services
Engage us for advisory services
This information may include your name, email address, phone number, company name, job title, and details about your financial situation that you choose to share.
Information Collected Automatically
When you visit the Site, we may automatically collect certain information about your device and usage, including:
IP address
Browser type and version
Operating system
Pages visited and time spent on the Site
Referring website or source
Date and time of your visit
We may use cookies, web beacons, and similar tracking technologies to collect this information. You can control the use of cookies through your browser settings.
Information from Third Parties
We may receive information about you from third-party sources, such as referral partners, business associates, or publicly available databases, in connection with our advisory services.
How We Use Your Information
We use the information we collect for the following purposes:
To respond to your inquiries and provide requested information
To deliver and improve our advisory services
To communicate with you about engagements, services, and firm updates
To operate, maintain, and improve the Site
To comply with legal obligations, regulatory requirements, and industry standards
To protect our rights, your rights, and the rights of third parties
To detect and prevent fraud or other harmful activity
We do not sell your personal information to third parties.
How We Share Your Information
We may share your information in the following circumstances:
Service Providers. We may share information with third-party vendors who assist us in operating our website, conducting our business, or servicing you, provided those parties agree to keep your information confidential.
Regulatory and Legal Compliance. We may disclose information when required by law, regulation, subpoena, court order, or in response to a request from a regulatory authority, including FINRA or the SEC.
Business Transfers. In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred as part of that transaction.
With Your Consent. We may share your information for any other purpose with your express consent.
Metropolitan Capital Investment Banc (MCIB). In connection with securities-related activities, we may share relevant information with MCIB as required for regulatory compliance and transaction processing.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law, regulation, or applicable recordkeeping requirements.
Your Rights and Choices
Depending on your location, you may have certain rights regarding your personal information, including:
The right to access the personal information we hold about you
The right to request correction of inaccurate information
The right to request deletion of your personal information, subject to legal and regulatory retention requirements
The right to opt out of marketing communications
To exercise any of these rights, please contact us using the information provided below.
California Residents
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and how it is used, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information.
Illinois Residents
If you are an Illinois resident, you may have additional rights under applicable state privacy laws. We do not collect biometric information through the Site.
Cookies and Tracking Technologies
The Site may use cookies and similar technologies to enhance your experience. You can manage your cookie preferences through your browser settings. Disabling cookies may affect the functionality of certain features on the Site.
We may use analytics services (such as Google Analytics) to help us understand how visitors use the Site. These services may collect information about your use of the Site and report trends without identifying individual visitors.
Third-Party Links
The Site may contain links to third-party websites, including but not limited to FINRA (www.finra.org), SIPC (www.sipc.org), and MCIB. We are not responsible for the privacy practices or content of those third-party sites. We encourage you to review the privacy policies of any third-party site you visit.
Children's Privacy
The Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this Privacy Policy periodically. Your continued use of the Site after any changes constitutes your acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us at:
Twelve East Advisors Chicago, Illinois Email: inquiries@12eastadvisors.com
Securities offered through Metropolitan Capital Investment Banc (MCIB), member FINRA (www.finra.org) and SIPC (www.sipc.org). Twelve East Advisors and MCIB are not affiliated entities.