Privacy Policy

Last Updated (March,2026)

This Privacy Policy explains how Investor’s Edge Concierge (“IEC,” “we,” “us,” or “our”) collects, uses, shares, and protects information when you visit our website (the “Site”), submit a form, or schedule a call. By using the Site, you agree to the practices described in this policy.

1. Information We Collect

We collect information in three main ways:

A. Information you provide directly

When you fill out a contact form, request information, subscribe to updates, or schedule a call, you may provide information such as:

  • Name
  • Email address
  • Phone number
  • Investment goals or preferences you choose to share
  • Property addresses or deal details you choose to share
  • Any other information you include in your message

C. Cookies and similar technologies

We may use cookies, pixels, and similar tools to improve Site functionality, measure performance, and support marketing/retargeting (where applicable). See Section 4 for more details.

B. Information collected automatically

When you browse the Site, we may automatically collect:

  • Device and browser information (device type, operating system, browser type)
  • IP address and approximate location (city/state level)
  • Pages viewed, time spent, clicks, referring/exit pages
  • General usage data to understand how the Site is used

2. How We Use Information

We use collected information for the following purposes:

  • To respond to inquiries and communicate with you
  • To schedule and manage calls or meetings
  • To provide requested information and support
  • To improve Site performance, content clarity, and user experience
  • To maintain Site security, prevent fraud, and troubleshoot issues
  • To comply with legal obligations and enforce our Terms of Use
  • With your consent, to send updates, newsletters, or marketing communications (you can opt out at any time)

We do not sell your personal information.

3. How We Share Information

We may share information in limited circumstances:

  • Service providers. We use trusted third-party providers to operate the Site and business systems (for example: website hosting, form handling, scheduling tools, CRM systems, email delivery, analytics). These providers process information only to perform services for us and are expected to protect it.
  • Legal and compliance. We may disclose information if required to do so by law or if we believe in good faith that disclosure is necessary to comply with legal process, protect rights or safety, investigate fraud, or respond to a government request.
  • Business transfers. If IEC is involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction, subject to reasonable confidentiality protections.

4. Cookies, Analytics, and Tracking

Cookies are small files stored on your device that help websites function and remember preferences. We may use cookies for:

  • Essential functions (Site functionality, security, page navigation)
  • Performance and analytics (understanding Site traffic and usage patterns)
  • Marketing (where applicable, measuring campaign performance or showing relevant ads)

We may use analytics tools (such as Google Analytics or similar services) that collect information about how visitors use the Site. These tools may use cookies and device identifiers to generate reports.

Managing cookies: You can control cookies through your browser settings. Most browsers allow you to delete cookies, block cookies, or alert you when cookies are being used. If you disable certain cookies, parts of the Site may not function as intended.

5. Forms, Scheduling, and Communications

If you submit a form or schedule a call, we may use your information to:

  • confirm your submission or booking,
  • contact you with follow-up questions,
  • provide requested information,
  • and maintain a record of communications.

If you opt in to marketing communications, you can unsubscribe at any time using the link in the email or by contacting us directly.

6. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy, including:

  • responding to requests,
  • maintaining business records,
  • meeting legal, accounting, or regulatory requirements,
  • and resolving disputes.

Retention periods may vary depending on the type of information and the reason it was collected.

7. Data Security

We take reasonable administrative, technical, and organizational measures to protect information from unauthorized access, misuse, alteration, and loss. However, no website or internet transmission is 100% secure. You use the Site and share information at your own risk.

If you believe your information has been compromised, contact us using the details in Section 12.

8. Your Choices and Rights

Depending on where you live, you may have certain rights regarding your personal information, such as:

  • requesting access to the information we hold about you,
  • requesting correction of inaccurate information,
  • requesting deletion of certain information,
  • objecting to or restricting certain processing,
  • and withdrawing consent where processing is based on consent.

To make a request, contact us using the details in Section 12. We may need to verify your identity before completing certain requests.

Marketing opt-out: You can unsubscribe from marketing emails at any time. Transactional or service-related messages (like booking confirmations or responses to inquiries) may still be sent as needed.

9. Do Not Track Signals

Some browsers offer a “Do Not Track” (DNT) setting. Because there is no consistent industry standard for DNT responses, our Site may not respond to DNT signals.

10. Children’s Privacy

The Site is not intended for children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us so we can take appropriate action.

11. International Visitors

If you access the Site from outside the United States, you understand that your information may be processed and stored in the United States or other jurisdictions where our service providers operate. Data protection laws may differ from those in your location.

12. Contact Us

If you have questions about this Privacy Policy or want to make a privacy request, contact us at:

13. Updates to This Policy  

We may update this Privacy Policy from time to time. When we do, we will update the “Last Updated” date at the top. Your continued use of the Site after changes are posted means you accept the updated policy.