• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
Contact Us Today!
800.317.9119

Investor Resources Inc.

Portfolio Management, Wealth Management, Investment Analysis

Client Portal Login
  • Home
  • Team
  • Investment Process
  • Investor Resources
    • Webinars
    • Podcast
    • Newsletter
  • About Our RPM System™
  • Theory or Reality
  • Contact Us
Privacy Policy

Privacy Policy

Investor Resources Inc. is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, maintain, and disclose information gathered from users (each, a “User”) of the https://investorresourcesinc.com website (“Site”). By using this Site, you agree to the terms of this Privacy Policy.

Personal Identification Information:

We may collect personal identification information from Users in various ways, including, but not limited to, when Users visit our Site, register on the Site, fill out a form, respond to a survey, and in connection with other activities, services, features, or resources we make available on our Site. Users may be asked for, as appropriate, name, email address, mailing address, phone number, and other relevant information. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personal identification information, except that it may prevent them from engaging in certain Site-related activities.

Non-Personal Identification Information:

We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include the browser name, the type of computer or device, and technical information about Users’ means of connection to our Site, such as the operating system and the Internet service providers utilized and other similar information.

Our Site may use “cookies” to enhance User experience and provide personalized content.

User’s web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. Users may choose to set their web browser to refuse cookies or to alert you when cookies are being sent. If they do so, note that some parts of the Site may not function properly.

How We Use Collected Information:

Investor Resources Inc. may collect and use Users’ personal information for the following purposes:

  • To improve customer service: Information you provide helps us respond to your customer service requests and support needs more efficiently.
  • To personalize user experience: We may use information in the aggregate to understand how our Users as a group use the services and resources provided on our Site.
  • To improve our Site: We may use feedback you provide to improve our products and services.
  • To send periodic emails: We may use the email address to respond to inquiries, questions, and/or other requests including newletter subscriptions.

Protection of User Information:

We adopt appropriate data collection, storage, and processing practices and security measures to protect against unauthorized access, alteration, disclosure, or destruction of Users’ personal information and data stored on our Site.

Sharing Your Personal Information:

We do not sell, trade, or rent Users’ personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates, and advertisers for the purposes outlined above.

Compliance with Laws:

We comply with all applicable laws and regulations regarding the collection, use, and retention of personal information, including the requirements of the State of Washington and the United States.

Changes to This Privacy Policy:

Investor Resources Inc. has the discretion to update this privacy policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

Your Acceptance of These Terms:

By using this Site, you signify your acceptance of this policy. If you do not agree with this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.

Contacting Us:

If you have any questions about this Privacy Policy, the practices of this Site, or your dealings with this Site, please contact us at:

info@investorresourcesinc.com

This document was last updated on 7/7/2024.

Investor Resources Podcast

  • Bond Bear Market June 21, 2024
  • Bye-Bye Rate Cuts May 12, 2024
  • Change is Hard May 11, 2024
  • Don’t Tell Me! May 10, 2024
  • 10 Years From Now May 9, 2024

Copyright © Investor Resources Inc. All rights reserved. Investor Resources, Inc. is a registered investment adviser in the States of Washington, Arizona and Texas. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Compliance  |  Important Customer Disclosure  |  ADV Part 1 and 2

Terms of Service  |  Sitemap

Bothell Office: 22722 29TH DR SE, Suite 100; Bothell WA, 98021  Phone: 425.673.5000

Port Orchard Office: 1922 Pottery Ave., Suite 110·Port Orchard, WA 98366  Phone: 360.895.9119

Login

Lost your password?

Reset Password

Log in