Privacy Policy

Introduction

Harvest Lane Investment Partners LLC (“Harvest Lane,” “we,” “our,” or “the Firm”) is a fee-only investment adviser registered with the Utah Division of Securities. This Privacy Policy explains what information is collected when you visit harvestlaneinvestment.com, names the analytics, visitor-identification, and advertising tools we use on the site, and describes the choices you have. It applies to this website and the forms on it.

Advisory Clients: Regulation S-P Notice

If you are an advisory client (or become one), the nonpublic personal information you share with the Firm — identity, account, and financial information — is governed by our separate Privacy Policy Notice delivered under Regulation S-P at account opening and annually thereafter. That notice, not this page, controls how client information is collected, used, shared, and safeguarded. A copy is available at any time on request using the contact information below. We do not sell nonpublic personal information.

Information You Provide on This Site

• Contact form. Name, email address, phone number (optional), and your message, used to respond to your inquiry. The form is not a secure channel — please do not include account numbers or other sensitive personal information.
• Newsletter signup. Your email address, used only to send Harvest Lane Insights (see “Email Newsletter” below).
• Portfolio review booking. Name, email, phone, an asset range, notes, your chosen time, and any statements you upload. Uploaded documents go directly to the Firm’s private, encrypted storage; they are treated as prospective-client information under the Firm’s Regulation S-P safeguards, access to them is logged, and they are never shared with the third-party tools described below.
• Scheduling. The “Schedule a call” buttons open Microsoft Bookings, where Microsoft processes the details you enter to place the meeting on our calendar.

Analytics, Visitor Identification & Advertising Tools

When you browse the site, we and the third-party services below automatically collect technical information — IP address, approximate location, device and browser characteristics, referring site, pages viewed, and how you interact with each page — using cookies, pixels, scripts, and similar technologies. We use three such services, each of which processes data under its own privacy policy:

• Microsoft Clarity (session recording & analytics). Clarity records how visitors use our pages — clicks, scrolling, mouse movement, and navigation — and turns that activity into session replays and heatmaps we review to improve the site. Clarity is provided by Microsoft and processes data under the Microsoft Privacy Statement.
• Apollo.io (visitor identification). Apollo is a prospecting platform the Firm uses. Its website tracker sets a cookie in your browser and collects your IP address, device and browser characteristics, referring site, and browsing activity on our site, then attempts to match your visit to a company and, for U.S. visitors, to a business contact profile in Apollo’s database — such as a name, job title, employer, or work email — so we can follow up with people and businesses who may benefit from our services. Apollo processes this data under the Apollo Privacy Policy, and you can ask Apollo to remove your profile from its database through Apollo’s removal page.
• Meta Pixel (advertising & measurement). The Meta Pixel reports to Meta Platforms, Inc. the pages you view here and certain actions you take — for example, submitting a form, booking a review, or clicking our phone or email links — along with standard browser information. If you hold a Facebook or Instagram account, Meta may link this activity to it. We use the pixel to measure our marketing and may use it to reach site visitors with advertising. Meta processes this data under the Meta Privacy Policy, and you can manage how Meta uses it in your Meta ad preferences.

None of these tools receives the documents you upload through the review page, and we do not permit them to use data collected on our site for purposes beyond those described in their published policies.

Email Newsletter (Kit)

Our Insights mailing list runs on Kit (formerly ConvertKit). When you subscribe, your email address is stored and processed by Kit under the Kit privacy policy, and you confirm your subscription by email (double opt-in) before anything is sent. We use your address only to send Insights — no sharing, no selling — and every email includes an unsubscribe link that takes effect immediately.

Text Messaging (SMS)

If you provide your mobile telephone number and consent to receive text (SMS) messages from us — for example, in your advisory agreement at onboarding — we use it to communicate with you about appointment scheduling, document requests, account and service updates, and replies to your questions. Message frequency varies, and message and data rates may apply through your wireless carrier.

No mobile information — including your mobile phone number and your consent to receive text messages — will be sold, rented, or shared with any third parties or affiliates for their own marketing or promotional purposes. Information you provide in connection with the text-messaging program is used solely to operate that program and is otherwise handled in accordance with this Privacy Policy.

You may opt out of text messages at any time by replying STOP, and reply HELP for assistance. Opting out of texts does not end your advisory relationship or affect other ways we communicate with you. Full terms are described in our Text Messaging Terms.

Your Choices

• Block or delete cookies in your browser settings, or browse with a content blocker — the site works without the tools named above.
• Manage how Meta uses activity it receives from our site in your Meta ad preferences.
• Ask Apollo to remove your profile from its database through Apollo’s removal page.
• Unsubscribe from the newsletter using the link in any email.
• Ask what website data we hold about you, or ask us to delete it, using the contact information below.

The tools above do not respond to “Do Not Track” browser signals in a uniform way, so we do not claim DNT compliance; blocking cookies and scripts is the reliable control.

Security & Retention

We maintain physical, electronic, and procedural safeguards for information collected through this site, keep it only as long as needed for the purposes described here or as securities recordkeeping rules require, and dispose of it securely.

Changes to This Policy

When our website data practices change — including adding or removing any of the tools named above — we will update this page and its effective date.

Privacy Requests & Questions

To ask a question about this policy, request a copy of our Regulation S-P Privacy Policy Notice, or make a privacy request about website data: