Privacy Policy

Fortis Altum, Inc.

Effective Date: 01/01/2025

Fortis Altum, Inc. (“Fortis Altum,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit our website, contact us, engage with us on social media, subscribe to our communications, or work with us as a client, prospective client, business partner, or professional contact.

This Privacy Policy applies to information collected through our website, online forms, email communications, social media accounts, meetings, events, and other online or offline interactions with Fortis Altum.

We process personal information only as described in this Privacy Policy, unless otherwise permitted or required by applicable law.

1. Information We Collect

The type of personal information we collect depends on how you interact with us. We may collect the following categories of information:

Business contact information, such as your name, company name, job title, business email address, telephone number, mailing address, and LinkedIn profile. Professional information, such as your role, industry, company size, business challenges, areas of responsibility, and other information relevant to a potential or existing business relationship. Communication information, such as emails, messages, meeting notes, inquiry details, form submissions, survey responses, and other information you choose to provide when contacting us. Client and project information, such as information shared in connection with advisory work, fractional executive services, transformation projects, operational reviews, assessments, proposals, contracts, workshops, or other professional engagements. Marketing and website interaction data, such as newsletter preferences, event registrations, email engagement, website visits, page views, browser type, device information, IP address, referral source, and similar usage data. Payment and transaction information, such as billing details, invoice information, payment status, and related business records. We do not intentionally collect full payment card information directly through our website. We do not intentionally collect sensitive personal information unless it is voluntarily provided and relevant to a specific business purpose.

2. How We Collect Information

We may collect personal information from the following sources:

Directly from you, including when you contact us, complete a website form, schedule a meeting, subscribe to communications, request information, participate in a workshop, or engage us for services.

Through business interactions, including calls, video meetings, email correspondence, proposals, contracts, project work, referrals, events, networking, and professional platforms such as LinkedIn.

Automatically through our website, including through cookies, analytics tools, and similar technologies that help us understand how visitors use our website.

From third parties, such as referrals, publicly available sources, business partners, social media platforms, professional directories, and other sources used for legitimate business development purposes.

We may combine information collected from different sources for the purposes described in this Privacy Policy.

3. How We Use Personal Information

We use personal information for legitimate business purposes, including:

To respond to inquiries and communicate with you.
To evaluate whether our services are a good fit for your organization.
To prepare proposals, scopes of work, contracts, and related business documents.
To provide advisory, fractional executive, transformation, operational, change management, project management, and related professional services.
To manage client relationships, project delivery, meetings, follow-ups, billing, and administrative matters.
To send newsletters, insights, invitations, updates, or other marketing communications where permitted by law.
To improve our website, services, content, and business development activities.
To analyze website performance and understand visitor engagement.
To maintain business records and comply with contractual, tax, accounting, legal, and regulatory obligations.
To protect our rights, property, business interests, clients, and others.
To evaluate or complete a business transaction, such as a merger, sale, restructuring, or transfer of assets, if applicable.

We do not sell personal information.

4. Marketing Communications

We may use your business contact information to send you professional updates, insights, newsletters, invitations, or information about Fortis Altum services.

You may unsubscribe from marketing emails at any time by using the unsubscribe link in the email or by contacting us directly.

Even if you unsubscribe from marketing communications, we may still send you non-marketing communications related to an existing business relationship, project, contract, invoice, or legal obligation.

5. Cookies and Website Analytics

Our website may use cookies and similar technologies to support website functionality, analyze traffic, improve user experience, and understand how visitors interact with our content. These technologies may collect information such as IP address, browser type, device type, operating system, referring website, pages visited, time spent on pages, and general interaction data. You can control cookies through your browser settings. If you disable cookies, some parts of the website may not function as intended.

6. When We Share Personal Information

Fortis Altum does not sell personal information and does not share personal information for cross-context behavioral advertising. We may share personal information only when necessary to operate our business, provide our services, comply with the law, or protect our rights. This may include limited sharing with service providers such as website hosting, email, scheduling, analytics, payment, accounting, legal, or IT providers. These providers are expected to use the information only for the services they provide to Fortis Altum.

We may also disclose information if required by law, legal process, or a valid government request.

7. Client and Confidential Business Information

In the course of providing services, Fortis Altum may receive confidential business information from clients, including operational, financial, commercial, organizational, strategic, or project-related information.

Such information is handled in accordance with the applicable agreement between Fortis Altum and the client. This Privacy Policy does not replace any confidentiality, non-disclosure, data protection, or contractual obligations agreed separately with a client.

8. Data Security

We use reasonable technical, administrative, and organizational measures to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. These measures may include access controls, secure systems, password protection, vendor review, limited access to client information, and reasonable safeguards for electronic records. No method of transmission or storage is completely secure. We cannot guarantee absolute security, but we take reasonable steps appropriate to the nature of the information we process.

9. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, and support legitimate business interests. Retention periods may vary depending on the type of information, the nature of the relationship, contractual requirements, legal obligations, and operational needs.

When information is no longer needed, we take reasonable steps to delete, anonymize, or securely retain it in accordance with applicable law and business requirements.

10. Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information. These may include the right to:

Request access to personal information we hold about you.
Request correction of inaccurate or incomplete information.
Request deletion of personal information, subject to legal and contractual limitations.
Request a copy of your personal information, where applicable.
Opt out of certain marketing communications.

To exercise these rights, contact us using the information provided below.

We may need to verify your identity before processing your request. We will respond in accordance with applicable law.

11. U.S. State Privacy Rights

Certain U.S. state privacy laws provide residents with specific rights regarding their personal information. Depending on your state of residence, you may have the right to request access, correction, deletion, or a copy of your personal information. You may also have the right to opt out of the sale of personal information, sharing of personal information for cross-context behavioral advertising, or certain types of profiling. Fortis Altum does not sell personal information and does not share personal information for cross-context behavioral advertising. To exercise applicable state privacy rights, contact us using the information below. We will not discriminate against you for exercising your privacy rights.

12. California Privacy Notice

This section applies to California residents and supplements the rest of this Privacy Policy. In the preceding 12 months, Fortis Altum may have collected the following categories of personal information:

Identifiers, such as name, email address, telephone number, business address, IP address, and similar contact information.

Commercial information, such as records of services requested, proposals, contracts, invoices, or business interactions.

Professional or employment-related information, such as job title, employer, business role, industry, and professional background.

Internet or electronic network activity information, such as website usage, analytics data, device information, and interaction with our website or emails.

Audio, electronic, or visual information, such as information shared during calls, video meetings, or virtual events, where applicable.

Inferences, such as business interests or service needs based on your interactions with us.

We collect and use these categories of information for the business purposes described in this Privacy Policy.

We may disclose these categories of information to service providers, professional advisors, business partners, legal authorities, or transaction parties as described above.

We do not sell personal information.
We do not share personal information for cross-context behavioral advertising.
We do not use sensitive personal information for purposes that require a right to limit under the California Consumer Privacy Act. California residents may request access, correction, deletion, or a copy of their personal information, subject to applicable exceptions.

13. Children’s Privacy

Our website and services are intended for business and professional audiences. They are not directed to children under the age of 16. We do not knowingly collect personal information from children under 16. If you believe we have inadvertently collected such information, please contact us and we will take appropriate steps to delete it.

14. External Links

Our website or communications may contain links to third-party websites, platforms, or services. We are not responsible for the privacy practices, content, or security of those third parties.

You should review the privacy policies of any third-party websites or services you visit.

15. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any updated version will be effective when posted on our website, unless otherwise stated. The effective date at the top of this Privacy Policy indicates when it was last updated. We encourage you to review this Privacy Policy periodically.

16. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, you may contact us at:

Fortis Altum, Inc.
Attention: Privacy

Email: info@fortisaltum.com

Website: www.fortisaltum.com