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Privacy Policy

Effective Date: October 2025

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1. Introduction

Oakledge Advisors LLC (“Oakledge,” “we,” “our,” or “us”) respects your privacy and values the trust you place in us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, contact us, or engage with our services.

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By using our website, you agree to the terms of this Privacy Policy.

 

2. Information We Collect

We may collect the following types of information:

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  • Contact details: Name, email address, organization, phone number, and any other details you choose to share via our contact form or email.

  • Professional information: Details relevant to your inquiry or engagement with Oakledge.

  • Technical data: Standard website usage data (e.g., IP address, browser type, device, and pages visited) collected via cookies or analytics tools.

 

We do not collect sensitive personal data (such as financial, health, or government identification information) through our website.

 

3. How We Use Your Information

Your information is used only for legitimate business purposes, including to:

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  • Communicate with you regarding your inquiry or engagement.

  • Provide and improve our services.

  • Maintain website functionality and security.

  • Comply with legal and regulatory obligations.

 

We will never sell or rent your personal data.

 

4. Legal Basis for Processing (GDPR)

For visitors from the European Union, the legal bases on which we process your data may include:

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  • Consent: When you voluntarily provide information via our contact form.

  • Legitimate interest: To respond to inquiries and improve our services.

  • Legal obligation: Where required by applicable law.

 

5. Sharing of Information

We may share limited personal information with:

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  • Service providers who support our operations (e.g., web hosting, email, analytics). These parties are bound by confidentiality agreements.

  • Professional partners involved in project delivery, only with your consent.

  • Regulatory or legal authorities if required to comply with legal obligations.

 

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected or as required by law. You may request deletion of your personal data by contacting us at info@oakledgeadvisors.com.

 

7. Your Rights (GDPR & CCPA)

Depending on where you live, you may have the right to:

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  • Access the personal data we hold about you.

  • Request correction or deletion of your data.

  • Object to or restrict processing.

  • Withdraw consent at any time.

  • Request that we not sell or share your personal data (California residents).

 

To exercise these rights, please contact us at info@oakledgeadvisors.com. We will respond in accordance with applicable laws.

 

8. Cookies and Analytics

Our website may use cookies and analytics tools (such as Google Analytics) to understand usage patterns and improve user experience. You can manage or disable cookies in your browser settings.

 

9. Security

We use reasonable administrative, technical, and physical measures to protect your information from unauthorized access, disclosure, or loss. However, no online system is completely secure, and we cannot guarantee absolute security.

 

10. International Data Transfers

If you are located outside the United States, please note that your data may be processed in the U.S., where data protection laws may differ from those in your jurisdiction.

 

11. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

 

12. Contact Us

If you have any questions, concerns, or requests about this Privacy Policy, please contact:

 

Oakledge Advisors LLC
Boston, Massachusetts


Email: info@oakledgeadvisors.com
Website: www.oakledgeadvisors.com

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