Privacy Policy

Effective Date: October 6, 2026
Last Updated: October 6, 2026

Oak Quality Advisors ("Oak," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy describes how we collect, use, disclose, and protect information when you visit oakqualityadvisors.com (the "Website"), submit information through the Website, or otherwise contact us through the contact information provided on the Website.

This Privacy Policy applies to the public Website only. It does not govern information collected or processed in connection with client engagements, consulting services, audits, employment, or other business relationships that may be subject to separate agreements, notices, or legal requirements.

1. Information We Collect

Information You Provide to Us

We may collect personal information that you voluntarily provide when you submit a contact form, send us an email, or otherwise communicate with us through the Website.

This information may include:

  • Your name

  • Email address

  • Information you include in your message or inquiry

  • Other information you voluntarily provide to us

Please do not submit confidential clinical trial information, protected health information, patient information, or other sensitive or regulated information through the Website contact form.

Information Collected Automatically

When you visit the Website, certain technical information may be collected automatically by our website platform and service providers. This may include:

  • Internet Protocol (IP) address

  • Browser type

  • Device type

  • Operating system

  • Referring website

  • Pages viewed

  • Date and time of visits

  • General usage and interaction information

We may use this information to operate, secure, understand, and improve the Website.

2. How We Use Information

We may use information collected through the Website to:

  • Respond to questions, inquiries, or requests

  • Communicate with prospective or existing clients

  • Evaluate potential consulting opportunities

  • Provide information about Oak Quality Advisors and our services

  • Operate, maintain, secure, and improve the Website

  • Understand how visitors use the Website

  • Prevent misuse, fraud, or security threats

  • Comply with applicable legal or regulatory obligations

  • Protect our rights, property, or legitimate business interests

We will not use information submitted through the Website in a manner materially different from the purposes described in this Privacy Policy without an appropriate legal basis or notice where required.

3. Cookies and Website Analytics

The Website may use cookies and similar technologies to support website functionality, security, performance, and analytics.

Cookies are small files stored on your device that can help websites function properly and provide information about how visitors interact with a website.

Because the Website is hosted by Squarespace, Squarespace may use cookies and related technologies necessary to operate and secure the Website. Additional analytics technologies may also be used if enabled by Oak Quality Advisors.

Depending on your browser and location, you may be able to control or disable cookies through your browser settings or available cookie preference tools. Disabling certain cookies may affect Website functionality.

4. How We Share Information

Oak Quality Advisors does not sell your personal information.

We may disclose information to third-party service providers that assist us in operating the Website or conducting our business, such as website hosting, email, analytics, information technology, security, and other service providers.

These providers may access information only as necessary to perform services on our behalf and subject to their applicable contractual and privacy obligations.

We may also disclose information when reasonably necessary to:

  • Comply with applicable law, regulation, legal process, or governmental request

  • Protect the rights, property, security, or safety of Oak Quality Advisors or others

  • Investigate suspected fraud, misuse, or security incidents

  • Establish, exercise, or defend legal claims

  • Facilitate a merger, acquisition, reorganization, financing, sale, or transfer of all or part of our business or assets

5. Third-Party Websites

The Website may contain links to third-party websites or services.

Oak Quality Advisors is not responsible for the privacy, security, content, or practices of third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.

6. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain appropriate business records, respond to inquiries, establish or maintain business relationships, comply with legal obligations, resolve disputes, and enforce agreements.

When information is no longer reasonably necessary, we may delete or anonymize it consistent with applicable legal requirements and our business practices.

7. Information Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, disclosure, or destruction.

However, no website, electronic communication, or information storage system can be guaranteed to be completely secure. You should therefore use appropriate care when transmitting information electronically.

8. Your Privacy Choices and Rights

Depending on where you reside and applicable law, you may have rights regarding your personal information, which may include the right to:

  • Request access to personal information we maintain about you

  • Request correction of inaccurate personal information

  • Request deletion of certain personal information

  • Object to or request restriction of certain processing

  • Withdraw consent where processing is based on consent

These rights may be subject to exceptions and limitations under applicable law.

To make a privacy-related request, contact us using the information provided below. We may need to verify your identity before completing certain requests.

9. Children's Privacy

The Website is intended for business and professional audiences and is not directed to children under 18.

We do not knowingly collect personal information from children through the Website. If we become aware that a child has provided personal information through the Website, we will take reasonable steps to delete it as appropriate.

10. International Visitors

Oak Quality Advisors is based in the United States. If you access the Website from outside the United States, information collected through the Website may be processed or stored in the United States or other locations where our service providers operate.

Privacy and data protection laws in these jurisdictions may differ from those in your country of residence.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our Website, business practices, technologies, or applicable legal requirements.

When we update this Privacy Policy, we will revise the Last Updated date above. We encourage visitors to review this page periodically.

12. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or personal information you have provided through the Website, please contact:

Oak Quality Advisors
Email:
inquiries@oakqualityadvisors.com
Website:
oakqualityadvisors.com