Privacy Policy – Verto Capital Partners
Introduction
At Verto Capital Partners, we respect your privacy and are committed to protecting your personal data. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website, schedule a consultation, or engage with our services.
Information We Collect
Personal Information: Name, email address, phone number, company details, and information you provide when scheduling a consultation.
Financial Preferences: Limited details you voluntarily provide during intake questions (e.g., investment horizon, risk appetite).
Technical Information: IP address, browser type, device type, and website usage data via cookies.
How We Use Your Data
We use collected data for:
Scheduling and delivering consultations.
Providing tailored advisory and educational services.
Sending updates, newsletters, or insights (if you opt-in).
Ensuring website security and performance.
Data Sharing
We do not sell or trade your personal data.
Limited data may be shared with trusted third-party providers (e.g., Calendly, email marketing tools, hosting providers).
Data may be disclosed if required by law.
Cookies & Tracking
Our website uses cookies to improve user experience and analyze traffic. You can disable cookies in your browser settings at any time.
Data Protection & Security
We apply industry-standard encryption and security practices.
Personal data is only accessible to authorized team members.
Your Rights (GDPR & International)
You have the right to:
Access, correct, or delete your personal data.
Withdraw consent at any time.
Request a copy of your stored data.
Contact us at privacy@vertocapitalpartners.com for data requests.
Retention Policy
We retain personal data only as long as necessary for service delivery or legal obligations.
Policy Updates
This Privacy Policy may be updated periodically. The latest version will always be published on this page.