Privacy Policy

Opus Advisory Partners LLC (“Opus”, “our”, “us” or “we”) understands that your privacy is important to you and is committed to respecting your privacy and protecting your personally identifiable information. This privacy policy (“Privacy Policy”) explains the principles governing the use of information, including personally identifiable information, which we collect from visitors on our website. The website located at (“Website”) is owned and operated by Opus and includes all web pages accessible by the public.

Our Privacy Policy applies only to information collected at this Website. Any references to “you” or “your” in this Privacy Policy shall mean any user of or visitor to the Website. By using this Website, you consent to the terms of our Privacy Policy and to our use of your personally identifiable information and non-personal information.


We respect your online privacy and recognize your need for appropriate protection and management of your personally identifiable information (“Personal Information”) that we acquire in your use of the Website. The amount and type of Personal Information received depends on how you choose to use the Website. In particular, when you visit the Website, you provide us with various types of information including Personal Information you choose to disclose, as well as information regarding how you use and interact with the Website. Such personal and preference information subsequently provides you with access to certain features or offerings of the Website.

Personal Information may include your name, email address, contact information, other personal or preference information, details about your device’s operating system, Internet service provider, browser, Internet protocol (IP) address and ownership, the pages you have visited on the Website, and the website from which you linked to the Website, among other related information. In addition, we may also collect additional Personal Information from you through optional questionnaires or surveys.

Please note that we may be subject to certain regulatory requirements, which require us to verify the identity of clients and consequently make certain inquiries and obtain information for that purpose, as applicable. You confirm that all information you supply will be accurate and that we may disclose such information as we consider necessary to comply with any reporting, regulatory or legal requirements.


We have strict security and confidentiality procedures pertaining to the storage and disclosure of your information. We restrict access to the Personal Information we have collected from or about you to our employees, agents or other parties that need to have such information to enable you to use certain features of the Website, or allow us to provide certain products and services to you.

Appropriate measures will be taken to safeguard your Personal Information, to prevent unauthorized access, and to comply with applicable laws regarding the protection of such information. These measures may include physical, electronic and other procedural protections, such as passwords, firewalls and encryption or authentication technology, to protect your Personal Information.

Despite our use of commercially reasonable efforts to protect your Personal Information, we cannot ensure or warrant (i) the security of Personal Information transmitted to us, or (ii) any unauthorized access or disclosure. The information you may provide is sent over an open network, such as the Internet or email, which is an inherently insecure environment that may be accessed by anyone. Moreover, we cannot guarantee the confidentiality of any communications or materials sent to us over such open networks. We therefore do not accept nor assume any liability for direct or indirect losses resulting from any disclosure of data due to errors in transmission, unauthorized third-party access or other acts of third parties, or acts or omissions beyond our reasonable control.


We collect Personal Information when you sign up to receive materials we publish, request information regarding a webcast we might host, and otherwise as needed to respond to your requests for information, products and services, as well as communicating with you. We use Personal Information primarily for our own internal purposes.

We use Personal Information for our direct marketing initiatives, and to send you information, announcements and invitations in which you may have an interest. You can always opt out of these marketing uses by asking us to remove you from those mailing lists. This is normally done by clicking on the appropriate link in those mailings. You can also contact us at to be removed. We cannot delete all of the Personal Information that you provide to us, even if you ask us to do so, and we are required to maintain certain Personal Information based on certain legal retention policies and regulatory requirements.

If you choose not to provide us with the Personal Information we request, you can still visit most of our Website, but there may be restrictions on your ability to obtain certain information.


We do not use or disclose your Personal Information obtained from the Website, except as expressly stated in this Privacy Policy or as otherwise permitted by you or required by law. In the ordinary course of our business, we do not rent or sell any Personal Information we collect from or about you. However, for the purposes specified above, we may transfer or disclose any Personal Information we have collected from or about you to any of our affiliated entities.

We may disclose your Personal Information as permitted by law and may also be required to disclose your Personal Information to governmental or regulatory entities in response to (i) inquiries in connection with investigations, (ii) to comply with applicable law, rules, regulations, orders subpoenas or other legal processes, or (iii) protect or defend our legal rights or property or third-party licensors of any material on the Website.

We may disclose all of the information we collect from or about you, including Personal Information, as described above, to companies that perform marketing services on our behalf or to other financial institutions or service providers with which we have joint marketing agreements. These third-party service providers help us maintain our Website and deliver information, products and services to you and other users of our Website, and help us analyze our Website traffic. The companies we hire to provide such support services are not allowed to use your Personal Information for their own purposes and are contractually obligated to protect your Personal Information.

We do not transfer Personal Information to third parties for their use as a mailing list or for other advertising purposes. As an exception, your Personal Information may be used by any company with which we merge or acquire, or by which we are acquired. In the event our internal policies are modified due to such merger or acquisition, or for any other reason, our Privacy Policy will be revised accordingly.


Upon your written request, we will allow you to review any of your Personal Information that you have disclosed to us, except for any Personal Information that we collect in connection with or in anticipation of any claim or legal or regulatory proceeding. Please let us know of any inaccuracies so that we can make whatever corrections are appropriate.

We keep Personal Information for an unlimited time period. However, you can ask us to remove your name from our marketing databases, and we will comply as soon as practicable. If you would like to submit revisions to your Personal Information, please send them via e-mail to


We use reporting technologies on our Website to record non-personal information such as our Website users’ Internet domain and host names; Internet protocol (IP) addresses; the page(s) you request; your browser software and operating system types; clickstream patterns; and dates and times that our Website is accessed. Our use of tracking technologies and analysis of trends and statistics allow us to improve our Website and your experience; helps us understand the demographics of our user base; and suggests the information in which you are likely to have interest.

Our webpages utilize “cookies” as described further in our Cookie Policy (see below). A “cookie” is a small text file placed on your computer’s hard drive that (i) allows our Website to recognize you as a previous user, (ii) determines which pages you have previously visited, and (iii) provides other relevant usage information. We cannot determine your identity from our use of cookies, but we store the information collected through cookies in our databases.

These technologies are not designed to identify you. It may be possible to identify you and your online actions through the use cookies, IP addresses and potentially other information, but only in conjunction with the Personal Information we have on file or you have voluntarily provided to us.


Our Website uses cookies to improve our users’ experiences. Cookies are data files containing small amounts of information about the user that are downloaded to your computer or mobile device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognizes that cookie. Cookies are useful because they allow a website to recognize a user’s device, navigate between pages efficiently, remember preferences, and generally improve a user’s experience. You should understand that the functionality of this Website may be impacted by restricting the use of cookies. You can find more information at, which contains detailed information about cookies.

Cookies can be utilized for performance, functionality and targeting purposes on a per-session or persistent basis. Session cookies collect information about how you use a website, such as which pages you visit most often and anonymous information that is only used to improve how a website works. Persistent cookies allow a website to store user preferences such as language preferences or geographic region, as well as provide enhanced features unique to a particular website. Information that persistent cookies collect is typically anonymous in nature.

By using this Website, you agree to the various types of cookies utilized on our Website, including the use of certain Google tracking cookies and analytics. The information below explains the cookies we use on our Website and why we use them:

  • Session Cookies: We may use session cookies to create a seamless experience for you by assigning a unique identifier that may be used to track your use of the Website as well as your specific hardware capabilities. Use of these cookies expire at the end of each session.
  • Google Analytics Cookies:We use these cookies to collect information about the use of our Website, including the frequency of visits, origin of the user, and other related information. Google stores the information collected by such cookies on its servers and may transfer this information to third parties where required to do so by law or where such third parties process the information on Google’s behalf. We utilize this information to compile reports on the Website’s activity, improve our Website, and enhance user experience.
  • Google Maps: Maps displayed on the Website are provided by Google Maps, which are location-enabled and use cookies to collect and process information about a user’s location. Google utilizes cookies and anonymous identifiers when a user interacts with its services in multiple ways. For more information, please visit Google’s Privacy Policy.
  • Google AdWords and Conversion Tracking Cookies:Our Website may be advertised on Google’s websites or partner websites and on Google’s AdWords network.  Our visitors may come to the Website after clicking on our advertisement located in Google search results pages or on other websites. Google uses cookies and anonymous identifiers to personalize and target advertisements based on the online behavior of their users, including previous searches, previously visited content, and the preferences set by users when they signed into their Google accounts (as applicable). We may use Google’s AdWords’ conversion tracking cookie, which will be set on your computer when you click on an Opus Advisory Partners advertisement on Google’s website or partner websites. This allows us to see how and when you arrived at our Website and how you interacted with our Website. These cookies typically expire within 30 days and do not contain any information that can identify users personally. For more information, visit Google’s Advertising Privacy Policy.

If you wish to restrict or reject the cookies which are set by the Website, or any other website, you can enable or disable cookies by modifying the settings in your web browser.


Opus Advisory Partners understands the importance of protecting children’s privacy, especially in an online environment. Our Website is not designed for or directed to children of any age, and as such we do not seek to collect any information from children.  To protect their privacy, we prohibit the solicitation of Personal Information from children and we request that no such information be submitted to us.


You may be able to access third-party websites directly from our Website. Our Privacy Policy does not pertain to the websites of other organizations to which our Website may provide access or be linked. We are not responsible for the privacy policies or practices of any other third party websites, including their use of cookies, and you should therefore make your own inquiries regarding such websites. We cannot control how third parties may use the personal information you disclose to them, so you should carefully review the privacy policy of any third-party website you visit before using it or disclosing any personal information.


Protecting your online privacy is continuously evolving, and we therefore reserve the right to modify our Privacy Policy at any time. Your continued use of our Website after any modifications to it will constitute your acceptance of those modifications. This Privacy Policy is effective as of July 31, 2015.

By using the Website, you consent to the collection, use and storage of your information, including Personal Information, by us in the manner described in this Privacy Policy and elsewhere on the Website. Your use of this Website is subject to this Privacy Policy as well as our Terms of Use and Cookie Policy and all dispute resolution provisions therein. We encourage you to refer to this Privacy Policy on an ongoing basis. Unless otherwise stated, our current Privacy Policy applies to all information that we have about you that is obtained through the Website.