---
title: Privacy Policy | CrestCast™ by Intervallum
description: Review CrestCast™’s commitment to protecting your personal data. Learn how we collect, store, and use your information in accordance with global privacy standards.
---

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- [Insights & Validation](https://intervallumtech.com/#section-9)
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# Privacy Policy

**Intervallum Technologies LLC Privacy Policy**

*Last updated: July 2025*

## Privacy Policy

Intervallum Technologies LLC (“Intervallum,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what data we collect when you visit our website (the “Site”), how we use it, with whom we share it, and the choices you have regarding your information.

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### 1. Information We Collect

**a. Information You Provide**

- **Contact & Profile Data:** When you schedule a discovery call or join our waitlist, you may provide your name, title, company, email address, and any message or notes.
- **Communications:** Any correspondence you send to us, including emails, chat messages, or feedback.

**b. Automated Data Collection**

- **Site Analytics:** We use Google Analytics to understand how you interact with the Site (e.g., pages visited, links clicked, time on page) so we can improve performance and layout.
- **HubSpot Tracking:** We employ HubSpot cookies to process form submissions and manage our contact database.
- **Device & Technical Data:** Your IP address, browser type/version, operating system, referrer URL, and device identifiers may be automatically logged.

---

### 2. How We Use Your Information

- **Analytics & Site Performance:** To measure traffic, diagnose issues, and optimize the Site experience.
- **Partner Onboarding:** To contact you about licensing CrestCast™, schedule calls, and share relevant materials.
- **Marketing & Communications:** To send newsletters or updates—only if you’ve opted in via our contact forms.
- **Legal Compliance & Safety:** To detect and prevent fraud, enforce our Terms of Service, and comply with applicable laws.

---

### 3. Cookies & Tracking Technologies

We use cookies, web beacons, and similar tools for:

- **Essential Functionality:** HubSpot form loading and submission.
- **Analytics:** Google Analytics (classified as “Analytics Cookies”) to track site usage once you opt in.
- **Marketing (if opted in):** Any future advertising or remarketing pixels.

You can manage your cookie preferences via the banner on our Site or disable non-essential cookies in your browser settings—but note that disabling all cookies may limit certain Site features.

---

### 4. Sharing & Disclosure

We do **not** sell or rent your personal data. We may share your information with:

- **Service Providers:** HubSpot (form processing, CRM), Google (Analytics), and other vendors who support the Site’s operation.
- **Legal & Safety:** Authorities or other parties if required by law, to protect our rights, or to investigate fraud.
- **Business Transfers:** In connection with a merger, acquisition, or sale of assets—provided the data remains subject to this policy.

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### 5. Data Security & Retention

We implement industry-standard measures (encryption, access controls) to safeguard your data.

- **Retention Periods:**
  
    - **Analytics Data** (Google): retained per Google’s policy (typically 14–26 months unless you adjust settings).
    - **Contact Records** (HubSpot): stored until you request deletion or revoke consent.

---

### 6. Your Rights & Choices

Depending on your location, you may have the right to:

- **Access or Correct** your personal data.
- **Delete or Restrict Processing** of your personal data.
- **Withdraw Consent** for cookies and marketing communications at any time via the cookie banner or unsubscribe link.
- **Opt-Out** of any future marketing by following unsubscribe instructions in our emails or contacting us directly.

To exercise these rights, please contact us (see Section 9).

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### 7. Children’s Privacy

Our Site is not directed to children under 16. We do not knowingly collect personal information from minors. If we learn we have done so, we will promptly delete that data.

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### 8. Changes to this Policy

We may update this Privacy Policy periodically. When we do, we will revise the “Last updated” date and post the new policy on the Site. Your continued use after changes constitutes acceptance of the revised policy.

---

### 9. Contact Us

If you have questions or requests about this Privacy Policy or our data practices, please contact:

**Phone:** (404) 301-7231

Thank you for trusting Intervallum Technologies with your information. We’re committed to protecting your privacy and delivering a secure, transparent experience.

**Disclaimer**

Intervallum Technologies, LLC develops and licenses systematic investment methodologies, indexes, portfolio frameworks, and related analytical research. Intervallum is not a registered investment adviser, broker-dealer, or fund sponsor and does not provide individualized investment advice or recommendations.

CrestCast® indexes, model portfolios, and other referenced methodologies are rules-based or model-driven investment constructs intended for use by financial institutions, product sponsors, advisers, and other professional market participants. An index is not a security and cannot be invested in directly. References to potential ETFs, funds, model portfolios, or other investment products describe possible implementations of CrestCast methodologies and do not constitute an offer to sell or a solicitation to purchase any security.

Historical results may include backtested, simulated, or hypothetical performance. Such results do not represent the performance of an actual investment account and are subject to important limitations, including the use of assumptions and the benefit of hindsight inherent in historical analysis. Past performance, whether actual or simulated, is not indicative of future results. No representation is made that any investment product or implementation will achieve results comparable to those shown or achieve any particular investment objective.

Information and data presented on this website are believed to be obtained from sources considered reliable, but Intervallum makes no representation or warranty as to their accuracy, completeness, or timeliness. Methodologies, data, calculations, index constituents, and other information may change or be revised from time to time.

Nothing on this website constitutes investment, legal, tax, accounting, or other professional advice, nor should any content be construed as a recommendation regarding any security, investment strategy, or financial product. Investment products based on CrestCast methodologies may involve risk, including possible loss of principal. Investors should review the applicable offering documents and consult their own professional advisers before making any investment decision.

 

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