Description of Firm
Intelligent Investing, LLC (“Intelligent Investing” or “Intelligent Investing Advisors”) is a registered investment adviser based in Greenville, South Carolina. We are organized as a limited liability company (“LLC”) under the laws of the State of South Carolina. We have been providing investment advisory services since April 2017. We are owned by Hans T. Blake. Intelligent Investing may only transact business in the states where it is currently registered, or in states where it qualifies for an exemption/exclusion from registration requirements. The presence of this website shall not be interpreted as a solicitation to sell (or offer to sell) securities or investment advice to any party or resident of a state in which Intelligent Investing is not licensed.
An investor brochure about Intelligent Investing is available on https://adviserinfo.sec.gov/. You can also call (800) 289-9999 or access the broader FINRA website at www.finra.org.
Legal Disclaimer
Intelligent Investing takes great care to thoroughly research the information provided in our blogs, podcasts, library and Intelligent Insights newsletters to ensure they are accurate and current. Nonetheless, the content on this website is not intended to provide tax, legal, accounting, financial, or professional advice, and readers are advised to contact Intelligent Investing on these issues for specific client circumstances. In addition, Intelligent Investing cannot guarantee that the information on this website has not been outdated or otherwise rendered incorrect by subsequent new research, legislation, or other changes in law or binding guidance. Intelligent Investing shall not have any liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website. In addition, any advice, articles, or commentary included on Intelligent Investing’s website do not constitute a tax opinion and are not intended or written to be used, nor can they be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.
Privacy Policy
Who we are
We are Intelligent Investing, LLC formed under the laws of South Carolina. Our website address is: https://investedwithyou.com
Collected Information
Each time you visit the Site, we may automatically collect certain types of information. Some examples of automatic information we may collect are as follows:
- We may record your internet service provider’s address, your internet protocol or IP address, the web page from which you came, your web browser software, the type of handheld or mobile device used to link to the web page, and the language settings on your web browser;
- We may collect a record of your activity or your “clickstream” while visiting the Sites;
- We may use “cookies” of different types to recognize your computer. A cookie is a small text file that a website, online application, or e-mail may save to your internet browser and/or your computer’s hard drive for use in subsequent visits to the Sites or other sites. For more information, see our Cookie Policy below;
- We may use web beacons, match scripts, pixel tags or similar technologies that allow us to know if a particular web page was visited, an e-mail opened, links in the email utilized or if the advertisements on the Sites or other sites were effective. In some instances, these technologies may allow us to match activities with particular users; and
- We may also collect any information you enter, such as your name, e-mail address, mailing address, phone number or debit/credit card information.
Use of Information
We will use your information to better understand and serve your needs, and respond to you, regarding the reason you contacted us. We may also use your personal information to enhance your customer experience, improve our customer service, tailor offerings and advertisements to you relating to services you have requested, and communicate with you about services and special offerings offered by Intelligent Investing that may be of interest to you.
We may also use this information to analyze and manage our businesses. Aggregate or combined data is collected from online and offline facilities and may be used to enhance the ability of Intelligent Investing to communicate with you and to support business functions such as internal business processes, marketing, authentication, customer service, fraud prevention, and public safety and legal functions.
Your information will not be accessible to anyone other than our staff or business affiliates whose services you have requested. In other words, we won’t sell your information to all the spammers that clutter your inbox!
We make every effort to keep you informed of our own special events, news and services. Periodically, we send announcements via email or direct mail. If you do not wish to be contacted by our office, simply click on the unsubscribe link found at the bottom of the email newsletter. If you have susbscribed to multiple email newsletters from Intelligent Investing, you can unsubscribe from each newsletter individually or use the unsubscribe page to remove yourself from all future marketing emails.
Note: We’ll have to hand over the information you provide if we’re ordered to do so by a court of law.
Comments and Media
At this time, we do not collect information through comments or allow visitors to upload media. We have done our best to turn off comments and disable uploading of media from visitors on this website.
Contact Forms and Plugins
We use various contact forms, contact form plugins, and occasional pop-up windows that may collect basic information like your name and email address. We collect this information to either contact you about a service that you indicated you were interested in, or to add you to a newsletter, for example. We may also use plugins on our website to enhance our user’s experience. These third-party plugins typically have their own privacy policies and may collect personal information to enhance the user’s experience. We do our best to screen which plugins we use to prevent the sharing of your personal information.
Sharing of Information
We may share your personal information with third parties, including third-party service providers. It is not our normal practice to collect financial information from you from our website, but occasionally, we may offer a special service for a one-time financial plan or service. For example, if we offer a “holiday special” for students to get a financial plan, we may use PayPal or similar third party to fulfill the order or service promotion. Some examples of the services that third-party service providers offer include.
- Authorization of debit/credit card and check transactions, order fulfillment, service promotions;
- Developing, hosting or maintaining the Site on behalf of Intelligent Investing;
- Aggregating customer information and/or improving customer service. We may then share such aggregated information with prospective marketing partners and advertisers.
These service providers are granted access to some or all of your personal information as necessary and may use cookies (as defined above and below) or other automatic collection technology on our behalf. The service providers are contractually restricted in the ways they may use your personal information.
Moreover, in the event that a division or part or all of Intelligent Investing is bought, sold or otherwise transferred, or is in the process of a potential transaction, customer information will likely be shared for evaluation purposes and included among the transferred business assets.
Intelligent Investing may also disclose specific information when such disclosure appears necessary to comply with the law, a subpoena or other litigation process or to protect the interests or safety of its visitors and customers, employees or others. This includes exchanging information with other companies and organizations for fraud protection and credit risk reduction.
You may opt out of any future contacts from us at any time.
Cookies Policy
The Site and our plugins use “cookies,” which are small pieces of information stored by your browser or other application on your computer’s browser or hard drive. The cookies are used to connect your computer with information stored about your online activity, searches, preferences, and product purchases both within the same website visit and from one visit to the next on the Site and/or other websites. Some examples of this data include your account preferences, user specific information on pages accessed, searched terms or addresses entered, and previous visits to the site. The “help” portion of the toolbar on most browsers will tell you how to prevent your browser from accepting new cookies, how to have the browser notify you when you receive new cookies or how to disable cookies altogether. If you reject cookies, you may not be able to participate in certain activities or receive a promotion tailored to you. The Site does not control and does not guarantee the effectiveness of browser-based tools for managing cookies.
If you have an account and you log in to this site, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
We or our partners may also use Flash cookies (also known as Local Stored Objects) or other similar technologies. A Flash cookie is a small data file placed on a computer using Adobe Flash or similar technology that may be built into your computer or downloaded or installed by you to your computer. We use these technologies to personalize and enhance your online experience, facilitate processes, and personalize and store your settings. Flash cookies may help our website visitors to, for example, set volume preference associated with a video experience, play games and perform surveys. They help us improve our Sites by measuring which areas are of greatest interest to customers. They may be recognized by other sites or by our marketing or business partners. Flash cookies are different from browser cookies and the cookie management tools provided by your browser may not remove Flash cookies. If you disable Flash cookies or other similar technologies, please be aware that you may not have access to certain features and services that make your online experience more efficient and enjoyable.
Embedded content from other websites
Pages on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website. These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracing your interaction with the embedded content if you have an account and are logged in to that website.
Security
We are determined to keep your information private. We use industry-standard security techniques on the Site to help protect against the loss, misuse or alteration of information collected from you at the Site. However, while we strive to protect your personal information, we cannot ensure the security of the information you transmit to us. In this regard, we urge you to take every precaution to protect your personal data while you are on the Internet. At a minimum, we encourage you to make sure that you are using a secure browser as you surf the Internet.
How Long we Retain your Data
For users that sign up for a whitepaper, newsletter, or would like to be contacted or request information, we may store the personal information they provide in their user profile. Website administrators may also see and edit that information. If you provide your contact information, we may retain it indefinitely, so we can provide follow-up comments, requested materials such as newsletters, or event notifications, or respond to a request to contact you about our services. From time to time, we may delete stale data collected from the Website.
Updates or Changes to the Privacy Policy
This Privacy Policy may be revised from time to time as we add new features and services, as laws change, and as industry privacy and security best practices evolve. We encourage you to return to this page to check for any updates or changes. Small changes or changes that do not significantly affect individual privacy interest may be made at any time and without prior notice.
Contact
Please contact us if you have any questions or concerns about our privacy policy. You are welcome to call us at 864-679-0500 between 8:30 a.m. and 5:00 p.m. EST to speak with a customer service representative. You may also contact us by e-mail at info@investedwithyou.com.
Your Email Address
Intelligent Investing agrees to never sell or distribute your email address to third parties. Unsubscribing from any email list does not necessarily unsubscribe you from other email lists within Intelligent Investing. Users agree to provide Intelligent Investing with an up-to-date email address.
Linked Sites
This website provides links to other third-party websites (in all cases “Linked Sites”). These Linked Sites are provided solely as a convenience to you and may be based upon the content that you elect to view or the information that you provide. Such Linked Sites are not under our control, and we are not responsible for and do not endorse, monitor, review, investigate, verify, or validate the content of such Linked Sites, including any products, information or materials contained on such Linked Sites. We are not responsible for the accuracy or reliability of any information on the Linked Sites. You will need to make your own independent judgment regarding your interaction with these Linked Sites. It is your responsibility to evaluate the accuracy, reliability, timeliness, and completeness of the content of these Linked Sites. We accept no responsibility for reviewing changes or updates to, or the quality, content, policies, nature or reliability of third party web sites, including, without limitation, Linked Sites and websites linking to the this website or its content. You should review applicable terms and policies, including privacy and data gathering practices, of third party web sites, and should make whatever investigation you feel necessary or appropriate before proceeding with any transaction with any third party.
Past Performance
Unless stated otherwise, any performance data quoted represents past performance. Past performance is not indicative of future returns. No representation or warranty is made that any returns indicated will be achieved. Certain assumptions may have been made in this analysis which have resulted in any returns detailed herein. Transaction costs (such as commissions) are not included in the calculation of returns. Changes to the assumptions may have a material impact on any returns detailed. Potential investors should be aware that certain legal, accounting and tax restrictions, margin requirements, commissions and other transaction costs and changes to the assumptions set forth herein may significantly affect the economic consequences of the transactions discussed herein.
Google Analytics
Use of Information
We will use your information to better understand and serve your needs, and respond to you, regarding the reason you contacted us. We may also use your personal information to enhance your customer experience, improve our customer service, tailor offerings and advertisements to you relating to services you have requested, and communicate with you about services and special offerings offered by Intelligent Investing that may be of interest to you.
We may also use this information to analyze and manage our businesses. Aggregate or combined data is collected from online and offline facilities and may be used to enhance the ability of Intelligent Investing to communicate with you and to support business functions such as internal business processes, marketing, authentication, customer service, fraud prevention, and public safety and legal functions.
Your information will not be accessible to anyone other than our staff or business affiliates whose services you have requested. All that to say, we won’t sell your information to all the spammers that clutter your inbox!
Google Analytics Advertising Features
Google Analytics Advertising Features allows us to enable features in Analytics that aren’t available through standard implementations. Advertising features include:
- Remarketing with Google Analytics
- Google Display Network Impression Reporting
- Google Analytics Demographics and Interest Reporting
- Integrated services that require Google Analytics to collect data for advertising purposes, including the collection of data via advertising cookies and identifiers
By enabling the Advertising Features, we enable Google Analytics to collect data about your traffic via Google advertising cookies and identifiers, in addition to data collected through a standard Google Analytics implementation. Regardless of how you send data to Google Analytics (for example, via the Google Analytics tracking code, Google Analytics SDK, or the Measurement Protocol), if you use Google Advertising Features, you must adhere to this policy.
We will not identify users or facilitate the merging of personally identifiable information with non-personally identifiable information collected through any Google advertising product or feature unless you have robust notice of, and the user’s prior affirmative (i.e., opt-in) consent to, that identification or merger, and are using a Google Analytics feature that expressly supports such identification or merger.
Opt-out
You can opt-out of having making your site activity available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js, and dc.js) that is running on websites from sharing information with Google Analytics about visit activity.
Using the Google Analytics opt-out browser add-on will not prevent site owners from using other tools to measure site analytics. It does not prevent data from being sent to the website itself or in other ways to web analytics services.
Unaffiliated Third Parties
The views expressed in our podcasts, blogs, or website are the personal views of the participants as of the date indicated and do not necessarily reflect the views of Intelligent Investing itself. Nothing contained in the podcast, blogs, or video recordings constitute investment, legal, tax, or other advice. And it should not be viewed as a current or past recommendation, or a solicitation of an offer to buy or sell any securities, product, or service, or to adopt any investment strategy or product.
Intelligent Investing does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Intelligent Investing web site, whether recorded in the podcasts or videos, or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience or educational purposes only and all users thereof should be guided accordingly.
Rankings and/or recognition by unaffiliated rating services, publications, or third parties whether written or orally should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Intelligent Investing is engaged, nor should it be construed as a current or past endorsement of Intelligent Investing by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Podcast or Video Recordings
The information in the podcast or video recordings is based on current market conditions which will fluctuate and may be superseded by subsequent market events or for other reasons. Intelligent Investing does not assume any duty to update forward-looking statements or any recordings.
The information in the recordings have been developed internally and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made or given by, or on behalf of Intelligent Investing as to the accuracy and completeness or fairness of the information contained in this recording.
Any liability as a result of any recording, blog, or website, including any direct, indirect, special or consequential loss or damage is expressly disclaimed.
MailPoet newsletter & emails
If you have subscribed to our newsletter or if you are a member of our website (you can log in) or if you have purchased on our website, there is a good chance you will receive emails from us.
We will attempt to only send you emails which you have signed up to receive, or which pertain to the services we provided to you. If you no longer would like to receive newsletters or emails, feel free to unsubscribe anytime.
To send you emails, we use the name and email address you provide us. Our site also logs the IP address you used when you signed up for the service to prevent abuse of the system.
This website can send emails through the MailPoet sending service. This service allows us to track opens and clicks on our emails. We use this information to improve the content of our newsletters.
No identifiable information is otherwise tracked outside this website except for the email address.
Plugin: Smush
Note: Smush does not interact with end users on your website. The only input option Smush has is to a newsletter subscription for site admins only. If you would like to notify your users of this in your privacy policy, you can use the information below.
Smush sends images to the WPMU DEV servers to optimize them for web use. This includes the transfer of EXIF data. The EXIF data will either be stripped or returned as it is. It is not stored on the WPMU DEV servers.
Smush uses the Stackpath Content Delivery Network (CDN). Stackpath may store web log information of site visitors, including IPs, UA, referrer, Location and ISP info of site visitors for 7 days. Files and images served by the CDN may be stored and served from countries other than your own. Stackpath’s privacy policy can be found here.
Smush uses a third-party email service (Drip) to send informational emails to the site administrator. The administrator’s email address is sent to Drip and a cookie is set by the service. Only administrator information is collected by Drip.
The Events Calendar
Event, Venue, and Organizer Information
If you create, submit, import, save, or publish Event, Venue, or Organizer information, such information is retained in the local database:
- Venue information: name, address, city, country, state, postal code, phone, website, geographical coordinates (latitude and longitude)
- Organizer information: name, phone, website, email
- Event information: website, cost, description, date, time, image
Importing Events, Venues, and Organizers:
- All data present within a CSV or ICS file and external URLs (for events, venues, organizers, and tickets)
- Import origin data (URL from where events are being imported—such as Eventbrite, MeetUp, other compatible URL sources, and more, which can include similar or same data as listed above)
- Eventbrite Ticket information: name, description, cost, type, quantity
Please note that to create new events through the Community Events submission form, a user must hold a website account on this domain. This information is retained in the local database. It is also possible to create events anonymously if the site owner has this option enabled.
When purchasing Eventbrite Tickets, attendee, purchaser, and order information are stored and managed by Eventbrite.
API Keys
We make use of certain API keys, in order to provide specific features.
These API keys may include the following third party services: Google Maps, Meetup, PayPal, and Eventbrite (API key, auth URL and Client Secret).
Guests
Intelligent Investing may have guests appear on the Intelligent Money Minute podcasts, may include guest bloggers to write blogs, or may invite guests to speak at Intelligent Investing networking or other events. The views and opinions expressed on the podcasts, guest blogs, events or materials at events are those of the guest authors or guest speakers and do not necessarily reflect the official policy or position of Intelligent Investing, LLC. Any content provided by our podcast interviewees, guest bloggers, authors, or speakers, are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything.
The content shared by guests should not be construed as an endorsement or testimonial from the guests, nor should the content be construed as an endorsement, testimonial, or advertisement from Intelligent Investing, LLC.
Nothing contained in the blogs, podcasts, or events constitutes investment, legal, tax, or other advice. And it should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or to adopt any investment strategy.
The information in the podcast recordings, guest blogs, or events may be based on current market conditions which will fluctuate and could be superseded by subsequent market events or for other reasons. Intelligent Investing does not assume any duty to update forward-looking statements or the blogs or podcast recordings.
The information in the podcast recordings, guest blogs, or events have been developed internally and or obtained from sources believed to be reliable. However, no representation or warranty, expressed or implied, is made, or given by, or on behalf of Intelligent Investing as to the accuracy and completeness or fairness of the information contained in the podcast recordings, guest blogs, or events.
Any liability as a result of the podcast recordings, guest blogs, or events including any direct, indirect, special or consequential loss or damage is expressly disclaimed. Copyright 2021. Intelligent Investing, LLC. All Rights Reserved.
