☎ 518-434-5856
info@excelsioradvisors.com
How we collect, use, and protect your information.
Effective Date: January 1, 2026
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.
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.
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.
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.
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.
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.
If you opt in to SMS / text alerts from Excelsior Advisors (POLIS), we collect your mobile phone number and your consent to receive messages. SMS consent is optional and is never required to access or use POLIS. No mobile information — including your phone number and SMS opt-in data — will be shared with or sold to third parties or affiliates for marketing or promotional purposes. Messages are limited to legislative bill-movement alerts for bills you track. Message frequency varies (typically 1–5 messages per week, higher during end-of-session). Message and data rates may apply. Reply STOP to unsubscribe at any time, or HELP for support. Opting out of SMS does not affect your access to POLIS.
We reserve the right to update this Privacy Policy at any time. Changes will be posted to this page with an updated effective date.
For questions regarding this Privacy Policy, please contact us at info@excelsioradvisors.com or 518-434-5856.