Website Privacy Notice

Information you choose to provide

The consultation form asks for your name, email address, phone number, investable-asset range, and preferred date. The contact form asks for your name, email address, message, and optionally your phone number and net worth. The newsletter form asks for your name and email address.

These forms do not submit your entries to Avalon, a website database, or an email-marketing platform. Instead, they open a pre-filled draft in your email application. Nothing is sent to Avalon unless you review the draft and choose to send it. Guide and client-portal request buttons also open email drafts.

When you send an email

If you send the draft, Avalon receives the information included in your message and uses it to respond to your inquiry, consultation request, newsletter request, guide request, or portal-access request. Your email provider and Avalon’s email provider process the message to deliver it. Please do not include sensitive information such as Social Security numbers or account passwords.

Analytics and cookies

This website does not include analytics or advertising tracking scripts. The forms described above do not store submissions in website cookies, browser storage, or a website database.

Technical data and service providers

Website hosting and delivery providers may process standard connection data—such as IP address, browser and device information, requested pages, and timestamps—to deliver and protect the site. This site loads typefaces from Google Fonts, which may receive standard request information, including your IP address, when your browser requests the fonts.

The website itself does not transmit form entries to third parties. Service providers process information as needed to host the site and deliver emails you choose to send. Information may also be disclosed when required by law or to protect the security and operation of the website.

External websites and services

Links to the SEC Investment Adviser Public Disclosure website, social-media services, and other external websites open services governed by their own privacy notices. Your email and telephone applications are likewise governed by their providers’ terms and privacy practices.

Your choices and privacy questions

You can use the website without sending a form-generated email. To ask a privacy question or request help with information you previously sent by email, contact Avalon using the details below.