YOUR INFORMATION
Privacy notice.
Effective September 20, 2026 · Investments Near Me
Shared research and inquiry handling
Saved research uses your account on The Perimeter. You choose which drafts to save and which topics to follow. Inquiry details, source information and recorded contact permissions may be sent to the network team’s GoHighLevel CRM so its call team can respond. Saving private research by itself does not submit a sales inquiry. Phone permission and newsletter preferences are recorded separately.
What this form collects
When you submit an inquiry, we collect the contact details, role, location if requested, interests, and message you provide. If you choose to include questionnaire answers, we also save the goals, approximate asset range, life or career stage, timing, risk preference, and other context you entered. We record your consent choices, submission time, originating page and CTA, and available campaign or referral information. A temporary hashed network identifier may be used to limit abuse; the application does not save your raw IP address in the lead record.
How the information is used
The site operator uses inquiries to review your request, respond, organize follow-up, and understand which resources bring visitors to the site. Optional educational updates are recorded separately from permission to respond to your inquiry. No inquiry authorizes a transaction or investment.
Storage and access
Inquiries are stored in the site’s database and are accessible to authorized administrators and service providers supporting the site. They are not posted publicly. Technical hosting services process requests to operate and protect the website. No system can guarantee absolute security.
Your choices
You may decline optional updates. To request access, correction, deletion, or withdrawal of follow-up permission, use the contact form and select “Privacy or data request.” We may need to verify the request before acting. Retention may depend on operational and applicable recordkeeping requirements.
Saved research
When you choose to save a tool result, a temporary draft is stored for up to 30 minutes for transfer to your central Perimeter account. Confirming the save stores the research under that account. You can edit, export or remove saved research from your workspace. Followed topics and an optional confirmed email subscription shape your personal digest. Saving research does not itself submit a sales inquiry.
Browser storage
The site uses temporary session storage to retain campaign and referral context as you navigate. Guided questionnaire answers may remain in session storage; saved research drafts and meeting worksheets use browser storage as explained below. Submitting an inquiry explicitly includes the displayed context. Hosting or authentication services may use their own necessary cookies. This build does not add advertising pixels.
Please leave out sensitive details
Do not submit Social Security numbers, account numbers, passwords, identity documents, client lists, or confidential deal or employer records. External websites linked here have their own privacy practices.
Make a privacy request ↗Inquiry follow-up and network operations
Authorized staff can review inquiries across the related finance websites in one protected dashboard. The source website, your consent, and follow-up history remain attached to each request. Inquiry confirmation and a single follow-up may be sent when email delivery is active. Newsletter updates require a separate opt-in and email confirmation. You can stop automated emails through your email-preferences link.
Directory research and saved shortlists
Saved profile drafts, notes, meeting worksheets, and checklist progress stay in your browser until you clear them. They are not automatically synced to an account. CSV and print tools create copies under your control. Creating a saved research link stores only the selected public profile identifiers for 180 days. Anyone with the full link can view those profiles; your private notes, contact details, and matching answers are not included. Expired links stop working.
Directory search terms and ZIP codes or office cities are sent to this site to return results. Device location is requested only when you choose “Use my location”; rounded coordinates then appear in the search URL. Location estimates describe office-city distances, not driving directions.
We count aggregate guided-search and tool events by day. These counters do not contain contact details, notes, or investment ranges and do not identify unique visitors. Short-lived abuse-prevention counters use a hashed network identifier and expire within two hours. Hosting providers may maintain operational logs.
Introduction requests go to the site team. We confirm permission before sharing your contact details with a firm. A profile does not establish a participation agreement or authorize advisor outreach. Use the contact form to request review or removal of information you submitted.