Privacy Policy
Effective Date: October 25, 2025
Granite Peak (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, store, and disclose your personal information when you visit our website, contact us, or become a client.
1. Information We Collect
We may collect the following types of information:
- Personal information you provide when you complete forms or contact us: name, email address, telephone number, mailing address, and other information you choose to submit.
- Usage and device information: IP address, browser type, operating system, pages visited, referring site, time/date of visit, and other analytics data.
- Communications: records of our correspondence with you via email, telephone or web forms.
- Client information: if you become a client, we may collect additional information necessary for our advisory services (for example: financial data, investment objectives, tax information).
2. How We Use Your Information
We use your information to:
- Respond to your inquiries and provide you with information about our services.
- Determine how our services may fit your needs and to engage in client-service discussions.
- Operate and improve our website and business operations.
- Send you marketing communications or newsletters if you opt-in.
- Comply with legal, regulatory, or contractual obligations.
3. Disclosure of Information
We will not sell your personal information. We may share information with:
- Service providers who perform functions on our behalf (e.g., website hosting, email platforms, payment processors, analytics).
- Legal or regulatory authorities when required by law, regulation, or legal process.
- Business transitions: in connection with merger, acquisition, or sale of assets, your information may be transferred (subject to confidentiality protections).
4. Cookies and Tracking Technologies
Our website may use cookies or similar technologies to collect usage data, support functionality, understand site performance and support advertising. You may adjust your browser settings to refuse cookies; however, some portions of the website may not function as intended if cookies are disabled.
5. Your Rights and Choices
- You may opt out of marketing communications at any time by following the unsubscribe instructions in our emails or by contacting us directly.
- You may request access to, correct, update or delete your personal information, subject to any legal or regulatory retention requirements.
- Please note that even if you request deletion, we may retain and use information as required to provide services or comply with legal obligations.
6. Data Security
We maintain reasonable administrative, technical and physical safeguards designed to protect your personal information. Nonetheless, no system of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
7. Children’s Privacy
Our website and services are intended for general audiences and are not directed at children under the age of 13. We do not knowingly collect personal information from children under 13. If you become aware that we have collected personal information of a child under 13, please contact us and we will promptly delete the information.
8. International Data Transfers
If you access the website from outside the United States and you submit information, please note that your information may be transferred to, stored and processed in the United States (or other jurisdictions where our service providers operate) where data protection laws may differ from those in your home jurisdiction.
9. Regulatory Disclosures (Colorado)
As a Colorado-based advisory firm, we comply with state regulatory obligations under the Colorado Division of Securities. For example, under Colorado law each investment adviser must provide a disclosure statement to clients and prospective clients before rendering advisory services. Our privacy policy is provided at or before new client engagements and annually thereafter in accordance with applicable regulations.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When changes are made, we will post the revised version on our website with a new “Effective Date.” We encourage you to review it periodically.
11. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact:
Granite Peak
PO Box 1943, Eagle, CO 81631
info@granitepeakadv.com