Disclosures



Privacy and Personal Data Policy

Optimized Investment Partners, LLC protects your personal information and respects your right to privacy. Please contact us at compliance[at]optimizedip[dot]com with any questions or concerns about this privacy policy, or if you disagree with any of its terms. This policy applies to all information gathered via this website as well as any related services, emails, or other information exchanges.

  1. Information we collect. We collect information you provide us such as first and last name, address, email, and phone. We may also collect limited data from public databases, marketing partners, professional association registries, and other outside sources, such as social media profile information and marketing leads.

  2. Use of information. We use this information for legitimate business interests, to fulfill contracts with public agencies, to comply with legal obligations, and in accordance with your consent. We may use it to send personal communications, to convey administrative information (such as changes to terms), to request feedback, to protect our sites, to enforce our terms, and for other business purposes, such as improving wording and forms on our sites.

  3. Sharing information. We may share information to fulfill our business requirements, perform contracts, comply with legal obligations, and protect your rights in accordance with your consent. We may disclose information when necessary to enforce our policies, to comply with applicable federal and state regulations, law enforcement, and/or court subpoenas.

  4. Cookies and tracking technologies. We do not use cookies or other tracking technologies.

  5. Term of retention. We keep information for only as long as necessary for the purposes in this policy unless otherwise required by law. At the cessation of legitimate business needs to process this information, it will be either anonymized or deleted. When this is not immediately possible because of archival storage, the information will be stored securely and isolated from ongoing usage until deletion is possible.

  6. Keeping information safe. We take organizational and technological measures to protect your information. Given that the internet is not completely secure, passing personal information to and from our sites is done at your own risk and should use secure means.

  7. Information from minors. We do not knowingly request data nor do we market to individuals under 18 years of age. By using the sites, you warrant and represent that you are at least 18 years old. If we learn that personal information from users less than 18 years of age has been collected, we will promptly delete such data from our records. If you become aware of any data we have collected from children under age 18, contact us at compliance[at]optimizedip[dot]com.

  8. Your privacy rights. You can opt out of emails at any time by clicking on unsubscribe buttons/links and/or by emailing us at compliance[at]optimizedip[dot]com.

  9. Do Not Track. We do not currently customize any of our systems and services to respond to Do Not Track features or settings available in some browsers or mobile operating systems.

  10. California residents. In keeping with the California Consumer Privacy Act (CCPA) and California Civil Code sec. 1798.83, we do not collect any personal information to disclose or distribute to third parties for direct or indirect marketing purposes.

  11. Policy updates. We will update this policy as needed to remain in compliance with all relevant laws.

  12. Personal data requests. In accordance with the laws of specific countries or states, you may have the right to request access to personal information collected from you, to alter that information, and/or to delete it. To request a review, alteration, or deletion of your personal data, please submit a request via email at compliance[at]optimizedip[dot]com and allow for 15 business days for a response.

  13. Policy contact. Any concerns, questions, or disagreements related to this policy may be conveyed to our CEO, David Bilby, via email at compliance[at]optimizedip[dot]com.