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Privacy Policy

Black Diamond Advisory Partners

Black Diamond Advisory Partners (“Black Diamond,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website or engage with our services.

1. Information We Collect

Information You Provide

  • Your name
  • Email address
  • Phone number
  • Company name
  • Information submitted through contact forms or scheduling tools
  • Details shared during consultations or service inquiries

Information Collected Automatically

  • IP address
  • Browser type and device information
  • Pages visited and time spent on the site
  • Referral source
  • General location data

This information helps us improve website performance and user experience.

Cookies and Tracking

We may use cookies and analytics tools to:

  • Maintain website functionality
  • Analyze visitor activity
  • Improve the user experience

You may adjust cookie preferences through your browser settings.

2. How We Use Your Information

We may use the information we collect to:

  • Respond to inquiries and provide requested services
  • Support client relationships
  • Deliver newsletters or updates (with your consent)
  • Improve site performance and user experience
  • Conduct internal analytics
  • Meet legal or regulatory requirements

We do not sell your personal information.

3. How We Share Information

We may share your information with:

  • Service providers that help us operate our website or deliver services
  • Financial partners or custodians when necessary to support account management
  • Regulatory or compliance entities when required by law
  • Professional advisors such as attorneys or auditors

These parties are required to protect your information and use it only for permitted purposes.

4. Data Security

We take reasonable measures to safeguard your information from unauthorized access, alteration, or disclosure. While no system is completely secure, we prioritize data protection through administrative, technical, and physical safeguards.

5. Third-Party Links

Our website may include links to third-party platforms, such as client portals or financial service providers. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies.

6. Children’s Privacy

Our website and services are not intended for individuals under 18. We do not knowingly collect information from children. If you believe information was collected from a minor, please contact us so we can remove it.

7. Your Choices

You may request to:

  • Access the information we maintain about you
  • Request corrections or updates
  • Opt out of marketing communications
  • Request deletion of your data, subject to legal requirements

To exercise these rights, contact us using the information below.

8. Changes to This Policy

We may update this Privacy Policy occasionally. Updates will be posted on this page with a revised “Last Updated” date. Continued use of the site following changes indicates acceptance of the updated policy.

9. Contact Us

If you have questions about this Privacy Policy, please contact us:

Black Diamond Advisory Partners

  • 851 Duportail Rd, Office 55, Chesterbrook, PA 19087
  • (610) 795-1007
  • info@bdinvest.com