Privacy Policy
Effective Date: January 1, 2024 | Last Updated: May 2026
NCRE Advisory ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit nationalcreadvisors.com (the "Site"). Please read this policy carefully. If you disagree with its terms, please discontinue use of the Site.
1. Information We Collect
We may collect the following categories of personal information:
| Category | Examples | Collected |
|---|---|---|
| Identifiers | Name, email address, phone number | Yes (contact form) |
| Internet / Network Activity | IP address, browser type, pages visited, referring URL | Yes (analytics) |
| Geolocation Data | Approximate location derived from IP address | Yes (analytics) |
| Professional Information | Company name, role, investment interests | Yes (contact form) |
| Sensitive Personal Information | None | No |
2. How We Use Your Information
We use the information we collect to:
- Respond to inquiries and provide advisory services
- Send newsletters and market updates (with your consent)
- Analyze Site usage to improve content and performance
- Comply with legal obligations
- Prevent fraud and maintain Site security
We do not sell your personal information to third parties.
3. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to analyze traffic and improve your experience. Cookies fall into the following categories:
| Type | Purpose | Can Opt Out |
|---|---|---|
| Strictly Necessary | Site functionality, security, session management | No (required) |
| Analytics | Google Analytics — page views, traffic sources, behavior | Yes |
| Marketing / Advertising | None currently in use | N/A |
You can manage cookie preferences at any time using the cookie consent banner on this Site, or by adjusting your browser settings.
4. Third-Party Services
We use the following third-party services that may set cookies or collect data:
- Google Analytics (GA4) — website traffic analytics. Google Privacy Policy | Opt out
- Vimeo — embedded video player. Vimeo Privacy Policy
5. Your California Privacy Rights (CCPA / CPRA)
If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
- Right to Know — You may request disclosure of the categories and specific pieces of personal information we have collected about you.
- Right to Delete — You may request deletion of personal information we have collected, subject to certain exceptions.
- Right to Correct — You may request correction of inaccurate personal information.
- Right to Opt Out of Sale or Sharing — We do not sell or share your personal information. No opt-out is required.
- Right to Limit Use of Sensitive Personal Information — We do not collect sensitive personal information.
- Right to Non-Discrimination — We will not discriminate against you for exercising any of your CCPA rights.
To exercise your rights, please contact us at the information below. We will respond within 45 days.
6. Data Retention
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy, or as required by law. Contact form submissions are retained for up to 3 years. Analytics data is retained per Google Analytics default settings (14 months).
7. Data Security
We implement industry-standard administrative, technical, and physical safeguards to protect your personal information. All data is transmitted over HTTPS. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
8. Children's Privacy
Our Site is not directed to individuals under the age of 16. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.
9. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of material changes by updating the "Last Updated" date at the top of this page. Continued use of the Site after any changes constitutes acceptance of the revised policy.
10. Contact Us
For privacy-related inquiries, to exercise your rights, or to submit a complaint, please contact: