LVc Consulting
Website Privacy Policy
Effective Date: May 1, 2026 | Last Updated: May 1, 2026
At LVc Consulting, your privacy matters. This policy explains how we collect, use, and protect your information when you visit www.lvcconsulting.net or contact us about our services.
1. Information We Collect
We collect the following types of information:
• Personal Information: Your name, email address, phone number, and company details when you contact us, request a consultation, or engage our services.
• Usage Data: Automatically collected details about your interaction with our site, such as IP address, browser type, pages visited, and time spent, gathered through cookies and analytics tools.
• Other Information: Any additional details you voluntarily provide, such as questions or feedback.
Client System Data: LVc does not collect or store financial account data, portfolio reports, or custodial files. All consulting work occurs within client-managed platforms (e.g., Orion, Redtail, custodian portals) under access provided by the client. See our Client Data and Privacy Policy for full details on how we govern engagement data.
2. How We Collect Information
We gather data in these ways:
• Directly from You: Via contact forms, emails, phone calls, or service agreements.
• Automatically: Using cookies and technologies like Google Analytics to track site usage (see Section 6 for details).
3. How We Use Your Information
We use your information to:
• Provide consulting services and respond to your inquiries.
• Send you updates or service communications (you can opt out at any time via the unsubscribe link or by contacting us).
• Analyze website performance and user behavior.
• Meet legal, regulatory, or compliance obligations.
4. Information Sharing
We do not share your personal information with third parties without your prior written consent, except in these cases:
• Service Providers: We use trusted partners (e.g., email services, web hosting, encrypted cloud storage) to support our operations. These vendors are vetted and bound by confidentiality and data protection agreements.
• Legal Requirements: If compelled by law, such as a court order or government request.
• Business Transfers: In the event of a merger, acquisition, or sale, your data may be transferred with appropriate safeguards in place.
5. How We Protect Your Information
We employ industry-standard security measures — including encryption, multi-factor authentication, and secure cloud storage — to protect your data from unauthorized access, disclosure, or misuse. Access to any client-related files is limited to authorized project personnel through MFA-secured platforms.
6. Cookies and Tracking
We use cookies to enhance your experience and understand site usage:
• Essential Cookies: Enable core site functionality.
• Analytics Cookies: Help us track visitor trends (e.g., via Google Analytics).
You can manage or disable cookies through your browser settings, though this may affect how our site works for you.
7. AI Tools
LVc uses AI productivity tools in its internal operations. No website visitor data or client data is processed through AI tools. Our AI use is governed by our AI Use and Vendor Policy, available upon request.
8. Your Privacy Rights
You may have rights to access, correct, delete, or restrict use of your personal data. To exercise these rights, email us at dean@lvcconsulting.net. We respond within 30 days.
9. Data Retention
We retain contact and inquiry information for up to 12 months after our last interaction, unless an active engagement or legal obligation requires longer retention. Engagement records (contracts, billing) are retained for 7 years consistent with our Information Security and Risk Governance Program.
10. Updates to This Policy
We may revise this policy to reflect changes in our practices or legal requirements. Updates will be posted at www.lvcconsulting.net with a new effective date.
11. Contact Us
Dean Valentine
LVc Consulting
dean@lvcconsulting.net
www.lvcconsulting.net
Response time: within 10 business days, or sooner if required by law.