Privacy Policy


The American Institute of Certified Public Accountants (AICPA) has a long history of established professional standards of confidentiality for CPA’s. These standards are taken very seriously, as is the trust of our clients and the care of their personal and confidential information. In addition to the AICPA, consumer protection and privacy laws require us as CPA’s to disclose our policy annually in order to comply with a host of information, privacy laws, regulations and rules.

We have included a copy of the Privacy Policy here. If you have any questions about our policies or practices please contact our office.


This Privacy Policy describes the ways in which your personal data is collected and used by Numeric Strategies LLC (referred to herein as “we”, “us”, “our”).
It is your responsibility to review and understand this Privacy Policy prior to providing your personal data to us. If you do not accept and agree to the Privacy Policy, please refrain from providing your personal data to us or utilizing our services.


We maintain administrative, technical, and physical safeguards designed to protect personal information against accidental, unlawful or unauthorized destruction, loss, alteration, access, disclosure or use. Because no method of transmission over the Internet, nor method of electronic storage is 100% secure, we cannot guarantee the absolute security of information under all and every circumstance.

Collection of personal data

In order to provide our services we collect and process personal data from our clients. We may collect information from you, but not limited to, your name, address, telephone number, email address, user IDs and passwords, billing and transaction information, financial information, contact preferences, employment information, professional credentials, device information (such as device IP address), and similar information provided (“Personal Data”). You are not required to provide us with all of the personal data listed above, but if you do not do so, we may not be able to effectively provide you with our services and advisory recommendations.

Communication preferences

We strive to provide you with relevant and useful information related to our services and recommendations you may benefit from receiving. Communication of this type of information maybe received in the form of e-mail, text message, written documentation, via phone call, social media or our website.

Use of information

Your Personal Data may be used in the following ways:

Sharing and disclosure to third parties

Our websites contain links to other websites which are managed by third parties (including their use of cookies). As a user of links, it is your responsibility to understand those third parties’ privacy policies. Once you leave our websites using links, we have no control over information that is submitted to or collected.
We may disclose your Personal Data to third parties from time to time under the following circumstances:

  1. At your request, in order to disclosure of your personal details to a third party (i.e., banks and mortgage lenders).
  2. The information is disclosed as permitted by applicable law(s) and/or in order to comply with applicable law(s) (for example, to comply with a search warrant, subpoena or court order).
  3. The information is provided to our agents, vendors or service providers who perform functions on our behalf. See below for additional details.

We restrict access to your personal information, with exception to authorized parties, such as firm employees and taxing authorities, and in limited situations, outsourced contractors and unrelated third parties who need such information to provide our services to you. We require that our third-party service providers only use your Personal Data as necessary to provide the requested services to us and each service provider is subject to a set of terms consistent with this Privacy Policy.

Numeric Strategies, LLC will not sell your information. We do not disclose any nonpublic personal information about our current clients, prospective clients, or former clients, without written permission.
If you have any questions about this privacy policy and/or reservations about sharing your personal data, please advise us prior to engaging our services.


Reach out today to discuss how we can help you grow your new or existing business. We consult with Startups, Freelancers, Retirees, and small and medium-sized businesses in Colorado and nationwide.