Privacy Statement

Click here to view Oak Value's Privacy Policy Notice. Oak Value takes privacy concerns very seriously. Any non-public personal information submitted through this website maintained by Oak Value will be downloaded into a secure, password protected file. Access to that information and the files in which its contained will be provided only to employees and agents of Oak Value that need to have access to such information for business purposes. We utilize personal information only to provide you better service. We do not share data with any outside party, other than those directly involved in providing the services described above to you as requested, for commercial or other purposes. This information will be used solely to improve your experience with us. We will also allow you a frequent and convenient method to discontinue electronic communication at your option via an "unsubscribe" option both here on our site and attached to our periodic communications.

 

 
 
We periodically endeavor to make updated information about Oak Value available in a timely fashion via delivery of electronic communications. When we release updated information (e.g., periodic client communications, research pieces, updates, etc.) in hard copy form, we often simultaneously post it on our website.

E-mail notification and/or delivery of that information will be made available to those who indicate their desire to receive that information by submitting their e-mail information to us below. It is not our intent to deluge recipients with frequent email messages (so-called “spam”) or otherwise abuse your patience and trust in providing your e-mail information to us. Please see our privacy statement on the left sidebar of this web page for more information. Based on past experience, we might expect roughly 5-20 communications annually.

Please complete the contact form below. We will respond shortly. Because information submitted on this form is not encrypted, please do not include any sensitive or non-public personal information such as account numbers or social security numbers.

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