Privacy Policy

Effective Date: July 7, 2025

Richmond Street Advisors (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy outlines how we collect, use, and safeguard your information when you visit our website at https://www.richmondstreetadvisors.com (“Site”).

By using this Site, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following types of information when you visit our Site or interact with us:

Personal Information:

• Name
• Email address
• Phone number
• Mailing address
• Financial information you voluntarily submit through contact or consultation forms

Non-Personal Information:

• IP address
• Browser type and version
• Pages visited and time spent on the Site
• Cookies and similar tracking technologies

2. How We Use Your Information

We use your information to:

• Respond to inquiries and schedule consultations
• Provide financial advisory and investment services
• Improve the quality, functionality, and security of our Site
• Communicate updates, newsletters, or relevant insights (with your consent)
• Comply with legal obligations

We will never sell or rent your personal information to third parties.

3. Information Sharing

We may share your information with:

• Trusted service providers who assist us in delivering services (e.g., website analytics, CRM platforms)
• Legal or regulatory authorities when required by law or for compliance purposes
• Our affiliated professionals and consultants, when needed to fulfill your service request

All third-party partners are contractually obligated to safeguard your data.

4. Cookies and Tracking

We may use cookies and third-party analytics tools (e.g., Google Analytics) to gather usage data and understand how visitors interact with our website. You may control cookie preferences through your browser settings.

5. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect the confidentiality of your personal information. However, no method of transmission over the Internet is 100% secure.

6. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites. We encourage you to review their privacy policies before sharing any information.

7. Children’s Privacy

Our services and Site are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

8. Your Privacy Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction or deletion of your data
• Withdraw consent for marketing communications

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

9. Changes to This Policy

We may update this Privacy Policy from time to time. The most current version will be posted here with the effective date. Continued use of the Site indicates your acceptance of any changes.

10. Contact Us

If you have any questions or concerns regarding this Privacy Policy or your personal data, please contact us at:

📧 hello@richmondstreetadvisors.com