Privacy Policy

How we collect, use, and protect your information.

Legal

Privacy Policy

Effective Date: January 1, 2026

Information We Collect

When you contact us through this website, we may collect your name, email address, phone number, company or organization name, and the content of your message. We do not collect sensitive personal information unless you voluntarily provide it.

How We Use Your Information

We use the information you provide solely to respond to your inquiry and, if applicable, to provide services you have requested. We do not sell, rent, or share your personal information with third parties for marketing purposes.

Cookies and Analytics

This website may use cookies and analytics tools to understand how visitors use the site. This information is used in aggregate form only and does not personally identify you. You may disable cookies through your browser settings.

Data Security

We take reasonable measures to protect information submitted through this website. However, no transmission over the internet is completely secure, and we cannot guarantee absolute security.

Third-Party Links

This website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.

Client Portal (POLIS)

Our client portal operates under a separate confidentiality agreement. Information submitted through the POLIS system is subject to the terms of your client engagement with Excelsior Advisors, LLC.

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted to this page with an updated effective date.

Contact

For questions regarding this Privacy Policy, please contact us at info@excelsioradvisors.com or 518-434-5856.