PRIVACY POLICY
Last updated: January 1, 2025
Stratum Advisory ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at stratumavisory.com (the "Site") or engage with our consulting services.
Please read this policy carefully. If you disagree with its terms, please discontinue use of the Site.
Information You Give Us Directly
We collect information you voluntarily provide when you:
Fill out our contact form
Book a discovery call
Subscribe to our newsletter
Communicate with us via email or phone
This information may include your name, email address, phone number, organization name, job title, and any details you share about your project or business needs.
Information Collected Automatically
When you visit our Site, we automatically collect certain technical information including:
IP address and approximate location
Browser type and version
Operating system
Pages visited and time spent on each page
Referring URL (the page that brought you to our Site)
Device type (desktop, tablet, mobile)
This information is collected through cookies and similar tracking technologies. It helps us understand how visitors use our Site so we can improve the experience.
Information from Third Parties
We may receive information about you from third-party services such as LinkedIn if you interact with our content on those platforms, or from analytics providers who help us understand Site traffic.
We Use Your Information To:
Respond to your inquiries and contact form submissions
Schedule and conduct discovery calls
Deliver consulting services you have engaged us for
Send our newsletter and blog updates (only with your consent)
Improve our website and understand how visitors use it
Comply with legal obligations
Protect against fraudulent or unlawful activity
We do not sell your personal information to third parties. Ever.
Service Providers
We may share your information with trusted third-party service providers who assist us in operating our Site and delivering our services. These include:
Email and newsletter platforms (e.g. Mailchimp, ConvertKit)
Scheduling tools (e.g. Calendly)
Analytics providers (e.g. Google Analytics)
Form processing tools (e.g. Tally)
Cloud storage and document management tools
These providers are contractually obligated to keep your information confidential and use it only for the purposes we specify.
Legal Requirements
We may disclose your information if required to do so by law or in response to valid legal process, such as a court order or government request.
Business Transfers
If Stratum Advisory is acquired, merged, or undergoes a significant business transition, your information may be transferred as part of that transaction. We will notify you via email or prominent notice on our Site before your information is transferred and becomes subject to a different privacy policy.
What Are Cookies?
Cookies are small text files stored on your device when you visit a website. They help us remember your preferences, understand how you use our Site, and improve your experience.
Types of Cookies We Use
Strictly necessary cookies — Required for the Site to function. These cannot be disabled.
Analytics cookies — Help us understand how visitors interact with our Site. We use Google Analytics for this purpose. You can opt out by installing the Google Analytics opt-out browser add-on.
Preference cookies — Remember your settings and preferences to improve your experience on return visits.
