Legal
Privacy Policy
We’re committed to handling your information with care and transparency. Here, you’ll find a clear overview of the information we collect, how it is used, when it may be shared, and how we work to protect your privacy.
Effective Date:
Dec 15, 2025
Tall Oak Advisors (“Tall Oak Advisors,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what personal information we collect through www.talloakadvisors.com (the “Site”), how we use and share it, and the choices available to you. By using the Site or providing your information to us, you agree to the practices described in this Policy.
This Policy applies to information collected through our Site, contact and signup forms, email communications, and SMS/text messaging program. It does not apply to information we may collect and use as part of an established advisory or client relationship, which may be governed by separate account agreements and disclosures we provide directly to clients.
Information We Collect
Information you provide to us. When you fill out a contact form, subscribe to our email list, request information, or otherwise communicate with us, we may collect information such as your name, email address, phone number, and the content of any message you send us.
Information you provide to us. When you fill out a contact form, subscribe to our email list, request information, or otherwise communicate with us, we may collect information such as your name, email address, phone number, and the content of any message you send us.
Information you provide to us. When you fill out a contact form, subscribe to our email list, request information, or otherwise communicate with us, we may collect information such as your name, email address, phone number, and the content of any message you send us.
Client and account information. If you become a client or begin the onboarding process with us, we may collect additional personal and financial information necessary to provide our services, such as identifying information, financial account details, investment objectives, and related documentation. This information is collected and used consistent with our client agreements and any additional privacy notices we provide to clients directly, and is handled with the heightened care appropriate to financial and personal information.
Client and account information. If you become a client or begin the onboarding process with us, we may collect additional personal and financial information necessary to provide our services, such as identifying information, financial account details, investment objectives, and related documentation. This information is collected and used consistent with our client agreements and any additional privacy notices we provide to clients directly, and is handled with the heightened care appropriate to financial and personal information.
How We Use Your Information
We use the information we collect to:
We use the information we collect to:
Respond to inquiries and provide the information or services you request
Communicate with you about our services, including by email or text message where you’ve agreed to receive them
Operate, maintain, and improve our Site and services
Meet our legal, regulatory, and record-keeping obligations
Protect against fraud, unauthorized transactions, and other liabilities
Respond to inquiries and provide the information or services you request
Communicate with you about our services, including by email or text message where you’ve agreed to receive them
Operate, maintain, and improve our Site and services
Meet our legal, regulatory, and record-keeping obligations
Protect against fraud, unauthorized transactions, and other liabilities
How We Share Your Information
We do not sell your personal information. We may share information with:
We do not sell your personal information. We may share information with:
Service providers who perform functions on our behalf, such as hosting, email delivery, or client relationship management, and who are required to protect your information and use it only to provide services to us.
Regulators, custodians, or other parties as necessary to provide advisory services or comply with legal and regulatory requirements.
Others, if required by law, subpoena, or other legal process, or to protect the rights, property, or safety of Tall Oak Advisors or others
Service providers who perform functions on our behalf, such as hosting, email delivery, or client relationship management, and who are required to protect your information and use it only to provide services to us.
Regulators, custodians, or other parties as necessary to provide advisory services or comply with legal and regulatory requirements.
Others, if required by law, subpoena, or other legal process, or to protect the rights, property, or safety of Tall Oak Advisors or others
SMS/Text Messaging. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. You can opt out at any time by replying STOP. Message and data rates may apply.
SMS/Text Messaging. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. You can opt out at any time by replying STOP. Message and data rates may apply.
Your Choices
Email. You may unsubscribe from marketing emails at any time by using the unsubscribe link included in those emails.
Email. You may unsubscribe from marketing emails at any time by using the unsubscribe link included in those emails.
Text messages. You may opt out of SMS communications at any time by replying STOP to any message you receive from us. Message and data rates may apply.
Text messages. You may opt out of SMS communications at any time by replying STOP to any message you receive from us. Message and data rates may apply.
Other requests. You may contact us using the information below to ask what information we hold about you, to request corrections, or to ask that we delete information we hold about you, subject to any legal or contractual obligations that require us to retain it (for example, record-keeping obligations applicable to financial advisers).
Other requests. You may contact us using the information below to ask what information we hold about you, to request corrections, or to ask that we delete information we hold about you, subject to any legal or contractual obligations that require us to retain it (for example, record-keeping obligations applicable to financial advisers).
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information, using at least the same level of care we use to protect our own confidential business information. These safeguards include:
We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information, using at least the same level of care we use to protect our own confidential business information. These safeguards include:
Limiting access to your personal information to personnel and service providers who need it to do their jobs or provide services on our behalf
Training our employees and contractors on their confidentiality and data protection obligations
Maintaining appropriate security measures for records and systems containing personal information
Limiting access to your personal information to personnel and service providers who need it to do their jobs or provide services on our behalf
Training our employees and contractors on their confidentiality and data protection obligations
Maintaining appropriate security measures for records and systems containing personal information
If we learn of any unauthorized access to, use of, or disclosure of your personal information, we will take reasonable steps to investigate and address it, and will notify affected individuals where required by law.
If we learn of any unauthorized access to, use of, or disclosure of your personal information, we will take reasonable steps to investigate and address it, and will notify affected individuals where required by law.
No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Policy, including to satisfy legal, accounting, or regulatory requirements applicable to our business.
We retain personal information for as long as necessary to fulfill the purposes described in this Policy, including to satisfy legal, accounting, or regulatory requirements applicable to our business.
Changes to This Policy
We may update this Privacy Policy from time to time. We will post the revised version on this page with an updated effective date. Your continued use of the Site after changes take effect constitutes acceptance of the revised Policy.
We may update this Privacy Policy from time to time. We will post the revised version on this page with an updated effective date. Your continued use of the Site after changes take effect constitutes acceptance of the revised Policy.
Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us at advisors@talloakadvisors.com
If you have questions about this Privacy Policy or how we handle your information, please contact us at advisors@talloakadvisors.com