Privacy Policy

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Relativity Investment Management Consulting, LLC, doing business as Adviser Compliance Coach, prioritizes your privacy.

Information We Collect

We collect only the information required for our compliance training, mentoring, and coaching services. This includes your business contact information, as well as similar information about some of your colleagues. You may choose to share additional work information with us. Please do not otherwise share personal or confidential information about you, your firm, your firm’s clients, or your colleagues with us. We may also collect information through this website that does not identify you and therefore is not subject to this Privacy Policy. Finally, please note that in providing our services, you may be directed to other websites that we do not operate that are subject to their own privacy policies. We do not assume responsibility for the activities of the third parties that operate these websites and are not responsible for their content, security, or privacy practices. We urge you to review the privacy policy posted on each such website you visit prior to using that website or providing any personal information on that website.

How We Use Your Information

We use your data to deliver investment adviser compliance training, mentoring, and coaching services, including transacting with you, communicating with you, and offering new services to you. We will never sell your information to third parties. However, we may share your information in our sole discretion where we determine doing so is necessary or advisable to comply with applicable law or regulation, to protect our rights, property, or safety or take precautions against our legal liability, or to prevent fraud or security issues.

Data Security

We take data security seriously. Our guiding principle is, “You cannot steal what we don’t have.” Do not share highly confidential details about your employer or personally identifiable information about you or anyone else, and we do not intend to collect this information. 

Cookies and IP Addresses

We and our website vendors use cookies and similar technologies to automatically collect information assigned to the electronic devices you use, your internet service provider, device identification number, browser type, geographic location, pages visited, websites visited by you, and information relating to how and when you use the website. Although you may disable or limit the use of cookies, doing so may affect your experience while using our website.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes to this Privacy Policy by posting the updated Privacy Policy on our website.

Contact Us

Please contact us if you have questions about this Privacy Policy.

Date: December 2023