Privacy Policy

Tutela Advisory Group LLC ("Tutela," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit this website or otherwise interact with us. By using this website, you agree to the practices described here.

This policy covers information collected through the website. Clients of the firm also receive a separate privacy notice describing our treatment of nonpublic personal information under applicable federal law, including Regulation S-P and the Gramm-Leach-Bliley Act.

Information you provide. When you complete our contact form or otherwise reach out, we collect the information you choose to share, such as your name, email address, telephone number, organization or affiliation, inquiry type, and the contents of your message.

Information collected automatically. When you visit the website, our hosting provider and any analytics tools we may use can record standard technical data such as your IP address, browser type, device information, referring pages, and the dates and times of access. We aim to keep this collection minimal.

We use the information we collect to respond to your inquiry, evaluate and provide advisory services, communicate with you, operate and improve the website, maintain the security and integrity of our systems, and comply with our legal and regulatory obligations.

We do not use the information on this website to make automated decisions that produce legal or similarly significant effects about you.

We do not sell your personal information. We may share information with service providers who perform functions on our behalf, such as email delivery, website hosting, and technology services, subject to obligations of confidentiality.

For clients, custody of assets is maintained by an independent qualified custodian, and information may be shared with that custodian to service your account. We may also disclose information when required by law, regulation, subpoena, or governmental request, or to protect our rights, safety, or property.

The website may use cookies or similar technologies to support basic functionality and, where enabled, to understand how the site is used. Where required by applicable law, we will seek your consent before non-essential tracking technologies are activated. You can control cookies through your browser settings.

We maintain administrative, technical, and physical safeguards designed to protect the information we hold. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security. Please do not send sensitive personal or financial account information through the website contact form.

We retain information for as long as needed to fulfill the purposes described in this policy and to meet our legal, regulatory, and recordkeeping obligations, including the books and records requirements applicable to registered investment advisers. When information is no longer required, we take reasonable steps to delete or de-identify it.

You may ask us to access, correct, or delete personal information we hold about you, and you may opt out of non-essential communications at any time by contacting us. Depending on your state of residence, you may have additional rights under applicable privacy laws. We will honor those rights as required and will not discriminate against you for exercising them.

The website may link to third-party sites and resources, including the SEC Investment Adviser Public Disclosure website and Investor.gov. We are not responsible for the content or privacy practices of those sites. We encourage you to review the privacy policies of any third-party site you visit.

The website is intended for adults and is not directed to children. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will take appropriate steps to remove it.

We may update this Privacy Policy from time to time. The date of the most recent revision appears at the top of this page. Material changes will be reflected here, and your continued use of the website after an update constitutes acceptance of the revised policy.

If you have questions about this Privacy Policy or our privacy practices, contact us at info@tutelaria.com. Tutela Advisory Group LLC is located in Eastampton, New Jersey, and is available by appointment.