Privacy Policy

PLEASE NOTE: BY ACCESSING OUR WEBSITE AND/OR REQUESTING THAT WE CONTACT YOU, YOU ARE CONSENTING TO OUR COLLECTION AND PROCESSING OF YOUR PERSONAL DATA. IF YOU DO NOT CONSENT TO THESE TERMS, SIMPLY DO NOT VISIT OUR WEBSITE OR REQUEST THAT WE CONTACT YOU.

Consent

We will not use your personal data for any reason without your consent. By using our website, subscribing to our content, or otherwise submitting your personal data to us you consent to (1) our collection and processing of your data, (2) our use of such data in accordance with our stated purposes, (3) the terms of this privacy policy, and (4) the terms and conditions set forth in our limited license and use policy available at https://www.beaconadvisors.net/. If you do not consent to these terms, simply do not visit our website, subscribe to our content, request that we contact you, submit an online form to us, or download content from our website.

Withdrawal of Consent

You may withdraw your consent at any time by simply contacting us. See our “contact us” page.

Beacon Investment Advisors LLC (“Beacon”) has implemented the following privacy policies and procedures to protect the security of your personal data and non-public confidential information. This Privacy Policy explains the kinds of personal data Beacon may collect and process, our reasons and purposes for collecting the data, how the data may be processed and by whom, and your rights with regard to your personal data.

Personal Data We May Collect and Process

We may collect your personal data any time you visit our website, request that we contact you, sign up for our content, or provide personal information to us. We may collect, among other things, information relating to your first and last name, email address, organization’s name, country of residence, and title (when appropriate). From time to time we may also collect personal data through the use of survey forms, contact forms, or when you request information or download content from our website. We may collect and process your personal data in connection with any relationship to or with Beacon such as through correspondence, telephone calls, or other forms of contact.

We may collect data automatically from your web browser or mobile device, which may include the name of the website from which you entered our website, if any, as well as the name of the website you visit when you leave our site. This information may include the internet protocol (“IP”) address of your computer or proxy server that you use to access the internet, internet provider name, web browser type, the make and model of your computer or mobile device and operating system.

Our Reasons for Collecting Your Data

Your personal data may be collected so that we may provide you with the information you might request. The information and data we collect may be used, without limitation, in any one or more of the following ways, including but not limited to:

Processing of contact and content subscription requests
Improving user experiences with our website and online content
Improving customer service and support
Monitoring the use and visits to our website
Conducting statistical analysis and market research
Response to and evaluation of questions and/or complaints
Maintaining appropriate business records
Establishing, exercising, or defending against legal claims
Establishing and ensuring our compliance with data protection regulations and laws
Communicating with you through our direct marketing activities
Improving and maintaining our website, products, and services

Your personal data – whether public or private – will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever without your consent, except as stated below, or unless sharing your personal data is necessary to deliver a product or service you have requested from us. We reserve the right to collect and use any non-personal data made available to us by your use of our website.

Who May Access Your Data

From time to time, we may disclose your personal data to recipients in connection with the purposes stated above, including:

Beacon personnel;
Third parties who we engage to provide services to us, such as information technology service providers, which may collect and process your personal data confidentially on our behalf;
Third-party financial institutions and licensors of our services; and/or
Auditors, or other regulatory authorities as requested or required by law.

Whenever we engage third parties to provide services that may involve the collection or processing of your personal data, we require that they agree to abide by the terms of our privacy policy and comply with all applicable laws and regulations regarding the use of personal data.

Cookies and Re-Targeting Tools

Our website may use “cookies” to identify the areas of our website that you have visited. A cookie is a small piece of data stored on your computer or mobile device by your web browser that allows us to recognize your browser and collect and remember information. We may use cookies to personalize the content that you see on our website or for any other lawful purpose.

Your Rights

We may collect your data in order to provide you with our services, but also to improve the service we provide. Your help in this regard is appreciated, and we continually work to protect your data privacy rights, including, among other things, the following:

Lawfulness, fairness, and transparency: we only collect and process personal data in a manner that is lawful, fair, and transparent to you.
Purpose limitation: we only collect personal data for the reasons and in the ways stated above, and we do not process personal data in any way that is incompatible or at odds with those purposes.
Minimization: we only collect personal data that is adequate, relevant and limited to what is necessary to achieve our stated purposes.
Accuracy: we attempt to keep your personal data accurate and up to date, and from time to time we may request that you confirm the accuracy of your data.
Storage limitation: we keep your data no longer than is necessary to achieve the stated purposes and/or long enough continue providing you with the service or information you have requested from us.
Integrity and confidentiality: we take reasonable and appropriate steps to ensure the security of your personal data and to protect against unauthorized processing or accidental loss or destruction of your data.
Accountability: we document our activities to show how we protect your data.
Portability: we respect the fact that your data is your data. If you want us to transfer your personal data to you or to someone else, contact us and we will work with you to send the data where you want it in the format needed.
Right to be forgotten: if you want us to delete some or all of your information, simply let us know and we will honor your request as quickly as possible.

Opt-Out

You may limit us or our affiliates from marketing products or services to you based on the information that we collect and share with such affiliates. Your choice to limit marketing offers will apply until you tell us to change your choice. If you have already made a choice to limit marketing offers from our affiliates, you do not need to act again until you receive the renewal notice.

To limit marketing offers or our use of your personal data, contact us by visiting our “contact us” page and we will work to implement your requested limitations.

Visit our “contact us” page to contact us.