Privacy Policy
Effective Date: August 1, 2026
1. Overview
This Privacy Policy describes how Derenzo Advisors LLC (“Derenzo Advisors,” “we,” “us,” or “our”) collects, uses, and safeguards information when you visit this website (the “Site”) or submit inquiries through website contact forms or scheduling tools. This Privacy Policy is intended to be interpreted in accordance with applicable laws of the State of Ohio. By using the Site, you agree to the practices outlined in this policy. The Site is designed for residents of the State of Ohio; use by individuals residing in other jurisdictions is at their own risk.
2. Information We Collect
A. Information You Voluntarily Provide
When you submit our contact form or otherwise reach out through the Site, including by calling or texting us using the contact options we make available, we collect:
Name
Email address
Phone number
Important Security Notice: Please do not submit highly sensitive personal or financial data—such as Social Security numbers, financial account numbers, credit card details, or account login credentials—through this website or via standard email. These channels are not designed for the secure transmission of sensitive personal information. If you need to transmit confidential documentation, please contact us directly to arrange a secure, encrypted transfer method.
B. Automatically Collected Information
When you navigate the Site, we may automatically collect certain non-personal data, including:
IP address and general geographic location derived from it
Browser type, operating system, and device identifiers
Pages visited, time spent on specific sections, and referral paths
This data is collected using standard website hosting infrastructure and analytics utilities to evaluate and optimize our digital presence.
3. Communications Consent
By providing your email address through the Site, you consent to receive communications from us regarding your initial inquiry and our services. You may opt out of promotional or informational communications at any time by replying "unsubscribe" or using the opt-out link embedded within our emails. If you provide your mobile phone number or text us using the contact option we make available, you consent to receive SMS/text messages from us regarding your inquiry and our services. Our text-messaging service will provide applicable disclosures when you begin texting with us; message and data rates may apply depending on your plan, and message frequency may vary. You may opt out of text messages at any time by replying “STOP,” and you may reply “HELP” for assistance. Consent to receive text messages is not a condition of receiving any service from us.
4. How We Use Information
We utilize collected information strictly to:
Respond directly to your inquiries or service requests
Coordinate and schedule consultations or introductory meetings
Distribute firm updates or newsletters (where you have explicitly opted in)
Monitor website traffic patterns, security, and overall performance
Detect, prevent, and mitigate fraudulent activity or technical vulnerabilities
5. Cookies and Tracking Technologies
The Site may utilize cookies and similar tracking technologies to support basic functionality, track performance analytics, and enhance user experience. You can manage or disable cookies through your individual browser settings, though doing so may limit your ability to interact with certain features of the Site.
6. Third-Party Services
We rely on Squarespace to host and operate the Site. Squarespace, and any analytics or similar tools it makes available as part of its platform, may collect and process information in accordance with its own privacy practices. We do not use standalone third-party advertising services, and we do not sell, rent, or trade your personal information to third parties. The Site may also contain links to third-party websites or services that we do not operate or control; this Privacy Policy does not apply to those sites, and we encourage you to review the privacy policies of any third-party sites you visit.
7. Data Sharing
We do not share your personal information with outside entities except under the following limited circumstances:
With trusted service providers who assist us in operating the Site and conducting our business, provided they are bound by confidentiality obligations
When required to comply with applicable laws, regulations, subpoenas, or legal processes
To protect the rights, property, safety, or operational security of the firm, our users, or the public
8. Data Retention
We retain personal information gathered through website inquiries only for as long as necessary to fulfill the operational purposes for which it was collected, or as required to comply with applicable state and federal regulatory recordkeeping obligations. Records subject to investment adviser recordkeeping requirements are generally retained for at least five (5) years.
9. Data Security
We maintain appropriate administrative, technical, and physical safeguards designed to protect the information you submit through the Site against unauthorized access, use, or disclosure. However, no method of electronic transmission or digital storage is entirely secure; we cannot guarantee absolute security.
10. Your Rights and Choices
You may contact us at any time to review the non-public personal information we hold about you, request corrections or updates to inaccurate data, request deletion of personal information we maintain about you, or opt out of future communications. Please note that we may be required to retain certain information to satisfy legal, regulatory, or other legitimate business requirements.
11. Children's Privacy
The Site is intended for adults and is not directed to individuals under the age of 18. We do not knowingly collect, retain, or solicit personal information from anyone under the age of 18. Consistent with our Terms of Use, we do not offer services to individuals under 18.
12. Changes to This Policy
We reserve the right to modify this Privacy Policy at any time. Any revisions will be posted directly to this page with an updated "Effective Date." Continued use of the Site after an update indicates acceptance of the revised policy.
13. If You Become a Client
If you formally engage Derenzo Advisors LLC for investment advisory or financial planning services, a separate privacy notice will govern your client relationship and information handling practices pursuant to applicable state and federal financial services regulations (including the Gramm-Leach-Bliley Act and Regulation S-P).
14. Contact Information
For questions or to exercise your rights regarding this Privacy Policy, please contact:
Derenzo Advisors LLC