Privacy Policy

Effective Date: June 2026

PortfolioOps LLC ("PortfolioOps," "we," "our," or "us") respects your privacy and is committed to protecting the information you share with us.

Information We Collect

We may collect information you voluntarily provide, including:

  • Name

  • Email address

  • Company name

  • Information submitted through contact forms, assessments, or portfolio review requests

How We Use Information

We may use information to:

  • Respond to inquiries

  • Schedule consultations and portfolio reviews

  • Provide requested resources and services

  • Improve our website and offerings

  • Communicate relevant updates about PortfolioOps services

Information Sharing

PortfolioOps does not sell, rent, or share personal information with third parties except as required by law or to support business operations through trusted service providers.

Website Analytics

Our website may use analytics tools to understand website usage and improve visitor experience.

Data Security

We take reasonable measures to protect information submitted through our website.

Contact Us

PortfolioOps LLC

Charlotte, North Carolina

For questions regarding this Privacy Policy, please contact us through the website contact form.

Updates

This Privacy Policy may be updated periodically. Changes will be posted on this page.