Privacy Policy

Our Commitment to Your Privacy

Rikeve Partners ("we," "us," or "our") is deeply committed to protecting the privacy and confidentiality of the individuals who visit this website and engage with our advisory practice. This Privacy Policy describes how we collect, use, and safeguard information in connection with your use of rikevepartners.com (the "Site").

Because every relationship we enter begins through personal introduction, we receive very limited information through this Site. We treat whatever information we do receive with the same discretion and care we bring to all aspects of our practice.

Information We Collect

When you submit an introduction request through our Site, we collect only what you voluntarily provide:

• Your full name
• Your email address
• The name of the person who referred you to Rikeve Partners
• Any optional note you choose to include regarding your retirement situation

We do not use tracking pixels, behavioral advertising, or third-party analytics platforms that profile your browsing activity. We do not collect sensitive financial data through this website.

How We Use Your Information

The information you provide through our introduction form is used solely for the purpose of facilitating a personal follow-up from a member of our team. Specifically, we use it to:

• Contact you directly in response to your introduction request
• Verify the referral relationship you have identified
• Begin an initial conversation about how we may be of service to you

We will never use your information for marketing campaigns, mass communications, or any purpose beyond the direct and personal follow-up you have requested.

How We Share Your Information

We do not sell, rent, trade, or share your personal information with third parties for commercial purposes. Your information may be shared only in the following limited circumstances:

• With service providers who assist us in operating our communications (such as our email delivery provider), who are contractually obligated to maintain its confidentiality
• When required by applicable law, regulation, or legal process
• To protect the rights, property, or safety of Rikeve Partners or others

Data Retention

We retain information submitted through introduction requests only for as long as necessary to facilitate the initial engagement. If no advisory relationship results from your introduction, your information will be removed from our records within a reasonable period following our final communication.

Information related to established client relationships is retained in accordance with applicable regulatory requirements and our professional obligations as a registered advisory firm.

Cookies and Website Technology

Our Site does not use cookies for tracking or advertising. We may use minimal technical cookies necessary for the proper functioning of the Site. We do not use Google Analytics, Meta Pixel, or similar behavioral tracking tools.

Your Rights

You have the right to request access to, correction of, or deletion of any personal information you have submitted to us. To exercise these rights, please contact us using the information below. We will respond to your request within a reasonable time.

If you are a resident of California or another jurisdiction with specific privacy rights legislation, additional rights may apply to you. Please contact us to learn more.

Security

We employ reasonable administrative, technical, and physical safeguards designed to protect the information you provide from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to review this Policy periodically.