Privacy Policy
Our Commitment to Data Stewardship
At Global Investment Strategies (GIS), we treat your personal information with the same level of care as your financial assets. This policy explains how we collect, use, and protect your data when you use our website or engage with our concierge services.
2. Information We Collect
To provide effective "Technical Advocacy," we may collect the following:
Contact Information: Name, email, and phone number when you request a strategy call.
Financial Context: Information you provide during consultations to help us understand your stewardship goals.
Technical Data: IP addresses and cookies used solely to improve your experience on our website.
3. Security in a Concierge Model
Because we meet with clients "where they are," we take extra precautions to ensure your data remains secure outside of a traditional office environment:
Global Investment Strategies provides educational planning concepts and does not provide legal or tax advice. All concepts should be reviewed with your qualified attorney, CPA, or tax professional
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