Privacy Policy

Privacy Policy

Who we are

Riverstone Advisors, LLC (CRD# 130346) is a Registered Investment Advisor providing investment advisory and related services for clients nationally. Riverstone renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Our website address is: https://riverstoneadvisors.com ("Site").

What personal data we collect and why we collect it

Contact forms

When visitors fill out a form on the Site, we collect the data shown provided in the form and it is stored in a secure cloud server accessible only by certain employees of Riverstone on a need-to-know basis. We use this information as an indication of your interest to be contacted by us, and you consent to receiving communication from us via phone call, SMS, or email by submitting this information to us. Outside of Riverstone, this information is only shared with necessary parties to resolve any issues and/or ensure the website is operating efficiently.  

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

Embedded content from & links to other websites

Articles on this Site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website. We may link to other sites to provide you relevant content or for your convenience. Our privacy policy does not apply to these other sites; you must read and agree to the respective site policies.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Analytics

Google Analytics is used and traditional analytic information is stored indefinitely.

Who we share your data with

Information is shared with applicable employees to resolve issues, improve services and monitor website functionality. We do not sell your contact information, including your phone number and consent to receive SMS and MMS messages, to  third-parties for marketing purposes.

How long we retain your data

For users that register on our Site (if any), we store the personal information provided in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information. This feature is currently not enabled on our Site.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.

Data Security

Your data is stored on a secure cloud sever and is accessible by certain employees of Riverstone Advisors

Your contact information

For questions about this Privacy Policy, please use the contact form at https://riverstoneadvisors.com/who-we-are/.

SMS Terms of Service & Conditions

Consent and Types of SMS Communication

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. By providing your phone number to us, you consent to receiving SMS messaging. If you have consented to receive text messages from Riverstone, you may receive messages related to the following:

Responses to your inquiries
Appointment reminders
Follow-up messages

For example: “Hello, this is a friendly reminder of your upcoming appointment with a member of our team on July 24 at 4pm. Reply STOP to opt out of SMS messaging at any time.”

Message Frequency

Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS messages per week related to an upcoming appointment, but more if we are responding to a specific request from you.

Potential Fees for SMS Messaging

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method

You may opt-in to receive SMS messages from Riverstone in the following ways:

Verbally, during a conversation
By submitting an online form

Opt-Out Method

You can opt-out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

Help

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us by filling out the contact form on our website.

Additional Options

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

If you opt-in to receive SMS and MMS communication from us, you may receive messages related to financial topics or administrative communication to coordinate and verify meeting times or other matters related to your relationship with Riverstone. You may receive 1-2 messages a month from us unless we are actively communicating regarding a specific issue. Your mobile service provider may charge you for these messages, and Riverstone is not responsible for any costs associated with receiving our messages. Please review our privacy policy linked at the bottom of this page for more details on how we collect and store your information. You can opt-out of receiving messages at any time by replying STOP to a message received by us. For assistance, text HELP or visit our website at www.riverstoneadvisors.com