PRIVACY POLICY

Clearstead, LLC (“Clearstead”) is committed to protecting our clients’ privacy. We want you to know what information we collect when visiting our website and how we use it. THE FOLLOWING POLICY APPLIES ONLY TO INFORMATION COLLECTED THROUGH THE CLEARSTEAD WEBSITE.

What information is collected?

We collect “personally identifiable information” and “automatic information.”

“Personally identifiable information” is information that tells us who you are, including your name and your e-mail address. We only collect personally identifiable information if you voluntarily choose to provide it to us by using the Contact Form. You do not have to provide personally identifiably information to access our website.

“Automatic information” is technical information that is typically collected by a web server that hosts a website. This information typically includes the identity of your internet service provider, the type of browser that you use, and your computer’s IP address. Clearstead’s website or web server DOES NOT collect this information.

WHEN USING THE AREAS OF THE WEBSITE WHICH REQUIRE A PERSONAL IDENTIFIER AND PASSWORD, CLEARSTEAD DOES NOT MONITOR OR COLLECT ANY SUCH PERSONALLY IDENTIFIABLE INFORMATION.

How is the information used and shared?

We use personally identifiable information for the purposes for which it was collected. For example, if you provide personally identifiable information by completing our Contact Form, we will use the information to send you requested information.

We do not disclose any information collected from our website to anyone unless required by the government, law, court order or regulation to do so.

Can you change the information collected?

If you want to change, correct or update personally identifiable information submitted on our website, please contact us through the Contact Us section of our website.

Can we change this Privacy Policy?

We reserve the right to revise our Privacy Policy at any time. Your use of our website constitutes your agreement to our terms. If any terms are unacceptable to you, do not access the website.

Is the information collected secure?

Clearstead cannot guarantee that information transmitted on the Internet and/or stored on systems attached to the Internet is secure. We do not ensure, warrant or guarantee the security or integrity of any information transmitted to us over the Internet or stored on our systems. Although we employ industry standard devices, software and techniques to protect your data, please do not disclose any private or confidential information to us via this website.

Links to other websites

The Privacy Policy is not applicable to, and we are not responsible for, the privacy practices of any third party websites to which this website may link. Please refer to the privacy policies of any third-party websites you visit, as they will govern any information collected by those websites.

Contact information

If you have questions regarding this Privacy Policy, please visit the Contact Us section of our website.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

LEGAL STATEMENT

PRIVACY POLICY

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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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