Privacy Policy

We may collect information you voluntarily provide, including:

• name
• email address
• telephone number
• company or organization
• professional role
• website address
• information contained in messages, inquiries, or meeting requests

We may also receive limited technical information commonly generated when a website is accessed, such as browser type, device type, general location, referring page, and basic server or security logs.

Information may be used to:

• respond to inquiries
• evaluate potential advisory engagements
• schedule or conduct meetings
• communicate about requested services
• operate, secure, and improve our websites
• maintain business records
• satisfy legal or regulatory obligations

We do not sell personal information.

Lodestar websites may use cookies or similar technologies when required for site functionality, security, embedded services, or approved analytics.

If analytics or additional tracking technologies are introduced, this notice should be updated to identify their purpose and any available choices.

Our websites may link to or use third-party services such as website hosting, email, scheduling, commerce, or embedded content providers.

Those services may process information under their own privacy policies. Lodestar is not responsible for the privacy practices of unrelated third-party websites.

Information is retained only as reasonably necessary for the purposes described in this notice, legitimate business needs, dispute resolution, security, and applicable legal obligations.

We use reasonable administrative and technical measures intended to protect information. No website, email system, or electronic transmission method can be guaranteed to be completely secure.

You may contact Lodestar to:

• request access to personal information you previously provided
• request correction or deletion
• withdraw from nonessential communications
• ask questions about how your information is handled

Certain information may be retained when required for legal, security, or legitimate business purposes.

California residents may have rights under applicable California privacy laws. The specific rights available depend on the nature of the information, the relationship involved, and whether the relevant legal thresholds apply.

Requests may be submitted using the contact information below.

Do not make categorical claims about CCPA applicability or compliance without legal review.

Lodestar services are intended for business and professional audiences and are not directed to children under 13.

This notice may be updated periodically. The revised version will be posted on this page with an updated effective date.

Lodestar
advisory@lodestarcaio.com