Privacy Policy

Last updated: September 16th, 2026

Scope of This Policy

This Privacy Policy explains how Tailored Capital Strategies Group LLC (“TCSG,” “we,” “us” or “our”) collects, uses, shares and protects personal information in connection with this website. It does not apply to information we receive in the course of a client engagement, which is governed by the engagement agreement and by the confidentiality obligations it contains.

Information We Collect

Information you give us. When you complete the contact form on this site we collect your first name, last name, email address, and the subject and message you choose to provide. If you contact us by email or telephone, we receive whatever information you include in that communication.

Information collected automatically. Our web server records standard technical information when you visit, which may include your IP address, browser type and version, operating system, referring page, the pages you view, and the date and time of your visit.

Sources of information. We collect personal information directly from you when you submit it, automatically from your device and browser when you visit the site, and from our hosting and email service providers acting on our behalf. We do not purchase personal information, and we do not acquire it from data brokers or from social media platforms.

Analytics and advertising. We do not use advertising, retargeting or cross-site tracking technologies on this site.

Sensitive personal information. We do not request, and the contact form is not designed to collect, sensitive personal information as defined under applicable law — for example government identifiers, financial account numbers, precise geolocation, health information, or information about racial or ethnic origin, religion or sexual orientation. Please do not include that kind of information in a message to us.

How We Use Information

We use the information described above to:

  • respond to your inquiry and communicate with you about our services;
  • evaluate and, where appropriate, establish a business relationship;
  • operate, maintain, secure and improve the site;
  • detect and prevent spam, fraud and abuse of the contact form; and
  • comply with our legal, regulatory and recordkeeping obligations.

We do not use the information you submit to make automated decisions that produce legal or similarly significant effects, and we do not use it to profile you or to build a marketing audience.

Legal Bases for Processing

Where the EU or UK General Data Protection Regulation applies, we process personal information on the basis of our legitimate interests in responding to inquiries and in operating and securing the site; on the basis of steps taken at your request before entering into a contract; and where necessary for compliance with a legal obligation.

Cookies and Similar Technologies

This site does not set advertising or tracking cookies. Any cookie used is strictly necessary for the site to function.

Opt-Out Preference Signals

Some browsers transmit “Do Not Track” signals or opt-out preference signals such as Global Privacy Control. Because we do not sell or share personal information and do not use cross-site tracking technologies, there is nothing on this site for such a signal to opt you out of, and we do not respond to them differently as a result.

Sharing and Disclosure

We do not sell your personal information. We disclose it only to the following categories of recipients: the service providers that host this site and deliver our email, acting on our instructions and bound to protect it; our professional advisers, including legal counsel and accountants, where necessary; government authorities, courts and other parties where required by law, subpoena or other legal process; parties to whom disclosure is necessary to protect the rights, property or safety of TCSG, our clients or others; and a counterparty and its advisers in connection with a merger, financing, acquisition or sale of all or part of our business.

We do not disclose information submitted through this site to the banks, insurers, trustees, counsel or other professionals described elsewhere on this website unless you have engaged us and that disclosure is contemplated by your engagement agreement.

Data Retention

We retain contact form submissions and related correspondence for as long as needed to respond to your inquiry and to maintain a record of our business communications, and thereafter for as long as required by our legal and regulatory recordkeeping obligations. Server log information is retained for the period applied by our hosting provider. When information is no longer needed for these purposes we delete it or otherwise render it unreadable.

Security

We maintain administrative, technical and physical safeguards designed to protect information submitted through this site, including encryption of data in transit. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security. Please do not send confidential or sensitive information through this site.

Your Privacy Rights

Depending on where you live, you may have the right to request access to, correction of, or deletion of the personal information we hold about you; to request a copy of it in a portable form; to object to or restrict certain processing; and to withdraw consent where processing is based on consent. To exercise a right, contact us at info@tcsgco.com. We will take steps to verify your request before acting on it and will respond within the time required by applicable law. We will not discriminate against you for exercising a privacy right.

You may use an authorized agent to submit a request on your behalf. We may ask the agent for proof of your written authorization and may ask you to verify your identity with us directly.

If you are in the EEA or the UK, you also have the right to lodge a complaint with your local supervisory authority.

California Privacy Rights

If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, gives you the right to know what personal information we collect, use and disclose; to request its deletion or correction; to limit the use of sensitive personal information; and to be free from discrimination for exercising those rights. In the preceding twelve months we have collected the categories of personal information described under “Information We Collect” above — identifiers such as name, email address and IP address, and internet or other electronic network activity information — from the sources described in that section, for the business purposes described under “How We Use Information,” and we have disclosed those categories for a business purpose to the categories of recipients described under “Sharing and Disclosure.”

We do not collect or process sensitive personal information for the purpose of inferring characteristics, and we therefore do not offer a separate right to limit its use. We do not sell or share personal information as those terms are defined under California law, and we have not done so in the preceding twelve months. We do not knowingly collect, sell or share the personal information of consumers under 16 years of age.

Children’s Privacy

This site is directed to business and institutional audiences and is not intended for children. We do not knowingly collect personal information from anyone under 16. If you believe a child has provided us with personal information, please contact us and we will delete it.

International Visitors

This site is operated in the United States, and information submitted through it is processed and stored in the United States, which may not provide the same level of data protection as the laws of your country. By using this site you understand that your information will be transferred to and processed in the United States.

Changes to This Policy

We may update this Privacy Policy from time to time. The current version is always posted on this page, and the “Last updated” date above reflects when it was last revised. Where changes are material we will indicate them by updating that date and, where appropriate, by posting a notice on the site.

Contact

Questions, requests or complaints about this Privacy Policy may be sent to info@tcsgco.com or to Tailored Capital Strategies Group LLC, 1400 Newport Center Drive, Suite 100, Newport Beach, CA 92660.