1. Introduction

Ivory Oak Capital ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. Information We Collect

2.1 Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Fill out contact forms or request consultations
• Subscribe to our newsletters or communications
• Engage our financial advisory services
• Communicate with us via email, phone, or other channels

This information may include:

• Name and contact information (email, phone, address)
• Financial information (assets, income, investment goals)
• Demographic information
• Any other information you choose to provide

2.2 Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and browsing activity, including:

• IP address and browser type
• Pages visited and time spent on pages
• Referring website addresses
• Device information and operating system

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our financial advisory services
• Respond to your inquiries and fulfill your requests
• Send you administrative information and service updates
• Personalize your experience on our website
• Analyze website usage and improve our content
• Comply with legal obligations and protect our rights
• Send marketing communications (with your consent)

4. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

• Service Providers: With third-party vendors who perform services on our behalf (e.g., website hosting, email delivery, analytics)
• Legal Requirements: When required by law or to protect our rights and safety
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• With Your Consent: When you explicitly authorize us to share your information

5. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files stored on your device. You can control cookie preferences through your browser settings, though disabling cookies may limit website functionality.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information, including:

• Access to your personal information
• Correction of inaccurate information
• Deletion of your information
• Opt-out of marketing communications
• Data portability

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

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

Ivory Oak Capital
Dylan T. Franzten
Email: dylan.franzten@ivoryoakcapital.com
Phone: +1 (585) 303-9294
Address: 146 BRIDGHAM ST PROVIDENCE RI 02909-1242 USA