Privacy Policy

  1. Information Collection: Arena Investor collects personal information such as name, email address, and phone number when voluntarily provided by visitors. This information is used for the purpose of providing requested services, responding to inquiries, and improving our offerings.
  2. Information Usage: Personal information provided by visitors is used to fulfill requests, customize user experience, and communicate updates or promotions related to Arena Investor. We do not share this information with third parties unless required by law.
  3. Data Security: Arena Investor employs industry-standard security measures to protect against unauthorized access, alteration, disclosure, or destruction of personal information.
  4. Cookies: Our website may utilize cookies and similar technologies to enhance user experience and gather information about visitor preferences. Visitors can adjust browser settings to refuse cookies, although this may impact website functionality.
  5. Third-Party Links: Arena Investor's website may include links to third-party websites for informational purposes. We are not responsible for the privacy practices or content of these external sites.
  6. Policy Updates: Arena Investor reserves the right to update or modify this Privacy Policy at any time without prior notice. Visitors are encouraged to review this policy periodically for changes.
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    The OIC Advisory LLC (“OIC”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We will not sell your personal information. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
  7. Why We Collect Your Information: We gather information about you so that we can: Help design and implement the investment and financial planning related services we provide you; and Comply with the Federal and State laws and regulations that govern us.
  8. What Information We Collect and Maintain: We may collect the following types of “nonpublic personal information” about you: Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information; Information that we generate to service your financial needs; and Information that we may receive from third parties in connection with the services we provide you.
  9. What Information We Disclose: We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. OIC may disclose client's nonpublic personal information:
    (1) to individuals and/or entities not affiliated with OIC, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.);
    (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with OIC (i.e. client management systems, archiving technology vendors, cloud service providers, etc.);
    (3) to your authorized representative or power of attorney;
    (4) when we receive your prior consent;
    (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and
    (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

    In the event that OIC has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, OIC will allow its clients the opportunity to opt-out of such disclosure.
  10. How We Protect Your Personal Information: Privacy has always been important to OIC. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with OIC will be subject to confidentiality agreements.
  11. Former Clients: Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic personal information with strict confidentiality. We maintain all records regarding all former clients for the retention period required by law.
  12. Contact Us: Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Matthew Oberdorfer, Chief Compliance Officer of OIC. Please contact us here