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420 Fort Duquesne Blvd., Suite 2000, Pittsburgh, PA 15222

412-391-0419
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Privacy Policy

Effective Date: October 30, 2025

The Monteverde Group, LLC
Website: https://monteverdegroup.com

1. Introduction

The Monteverde Group, LLC ("we," "our," "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you visit our website, attend our events, or interact with us online or offline.

By using our website or providing your information, you consent to this Privacy Policy.

2. Information We Collect

  • Information You Provide Directly — name, email address, phone number, company name, job title; financial or employment information you choose to share via consultations or forms; responses to surveys, event registrations, or newsletter sign-ups.
  • Information Collected Automatically — IP address, browser and device details, operating system, pages visited, time on page, referring site; cookies or similar technologies (you can disable cookies in your browser).
  • Information from Third Parties — limited data from service providers (e.g., marketing or analytics platforms) to improve outreach and communications.

3. How We Use Your Information

  • Provide financial advisory and investment services.
  • Respond to inquiries or requests for information.
  • Register you for events, webinars, or newsletters.
  • Improve our website, marketing, and client experience.
  • Comply with legal, regulatory, and compliance obligations (e.g., SEC and FINRA).
  • Prevent fraud and maintain information security.

4. How We Share Information

We do not sell or rent your personal data. We may share it only:

  • With service providers supporting operations (IT, marketing, compliance, analytics) under confidentiality obligations.
  • With regulators or law enforcement when required by law.
  • As part of a corporate transaction (e.g., merger or acquisition) with appropriate safeguards.

All third-party providers must maintain the security and confidentiality of your information.

5. Data Retention

We retain personal data only as long as necessary for the purposes described or as required by applicable law and regulation.

6. Data Security

We use administrative, technical, and physical safeguards to protect your information from unauthorized access, alteration, or destruction. While no system is completely secure, we continually improve our practices to protect sensitive data.

7. Your Rights and Choices

Depending on your jurisdiction, you may have the right to access, correct, or delete your data; opt out of marketing; or withdraw consent (where applicable).

To exercise these rights, contact us at info@monteverdegroup.com.

8. Cookies and Tracking Technologies

We use cookies and similar technologies to remember preferences, analyze traffic, and improve performance. You can manage cookies in your browser settings.

9. Links to Other Websites

Our website may link to external websites. We are not responsible for the content or privacy practices of those third parties.

10. Children’s Privacy

Our services are not directed to individuals under 18, and we do not knowingly collect personal data from minors.

11. Updates to This Policy

We may update this Privacy Policy periodically. Updates will appear on this page with a revised effective date.

12. Contact Us

The Monteverde Group, LLC
420 Fort Duquesne Blvd.
Suite 2000
Pittsburgh, PA 15222
Email: info@monteverdegroup.com
Website: https://monteverdegroup.com