Privacy Policy

This Privacy Policy describes the policies and procedures of Lualdi Advisors, LLC regarding the collection, use, disclosure, and protection of your information. By accessing or using our website ("Site") located at www.lualdiadvisors.com, you consent to the practices described in this Privacy Policy.

Information We Collect:

We may collect personally identifiable information ("PII") and non-personally identifiable information ("Non-PII") from users of our Site. PII may include, but is not limited to, your name, email address, postal address, phone number, and any other information that can be used to identify you. Non-PII may include information such as your IP address, browser type, operating system, and other technical information.

How We Use Your Information:

We may use the information we collect for various purposes, including but not limited to:

  • Providing and improving our services.

  • Communicating with you and responding to your inquiries.

  • Sending you marketing and promotional materials (you can opt-out at any time).

  • Analyzing and monitoring usage patterns and trends.

  • Protecting the security and integrity of our Site.

    Sharing of Your Information:

We may share your information with third parties under the following circumstances:

  • With your consent.

  • With service providers who assist us in operating our business and providing services to you.

  • To comply with legal obligations or respond to lawful requests.

  • In connection with a merger, acquisition, or sale of assets.

    Cookies and Tracking Technologies:

We may use cookies, web beacons, and similar technologies to collect information about your interactions with our Site. This information is used to improve your experience, analyze trends, and personalize content and advertisements.

Security:

We take reasonable measures to protect your information from unauthorized access, loss, misuse, alteration, or destruction. However, no data transmission or storage system can be guaranteed to be 100% secure.

Your Choices:

You can manage your communication preferences and opt-out of certain communications by following the instructions in the emails we send you. You may also be able to disable cookies in your browser settings, but this may affect the functionality of our Site.

Changes to This Privacy Policy:

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the "Last Updated" date at the top will reflect the effective date of the changes.

Contact Us:

If you have any questions about this Privacy Policy or our practices, you can contact us.

By using our Site, you agree to the terms of this Privacy Policy.