Privacy Policy

This privacy policy applies to information collected on the Congruent Advisory Services LLC (“Congruent Advisory”) website. This policy also applies to information Congruent Advisory may collect in other electronic forums, including e-mail.

How We Use Visitors' Information

Certain features on the website may request personally identifiable data from users (“Personal Information”), which may include name, e-mail address, company name, or other personal information such as mailing address, fax, or telephone number. In addition, our web server may automatically store your IP address and your domain (where possible) when you log onto our website, the e-mail addresses of those who sign up for any briefings via e-mail, the e-mail addresses of those who communicate with us via e-mail, and the aggregate information about what pages on our site you visit or access.

Congruent Advisory’s policy is to limit information collected to only the minimum information required to complete a visitor’s request. We use the information submitted as described on the website, to respond to visitors’ requests, or to otherwise help in processing requests. Congruent Advisory may also use the information submitted for other business purposes, including, from time to time, using e-mail addresses to send information about accounting & tax developments or events in which we believe visitors may be interested, or to let visitors know when new briefings in their interest area(s) have been posted to the website. If visitors send us a resume to apply online for a position with Congruent Advisory, we will use the information provided to match visitors with available opportunities. Personal information is used by Congruent Advisory to assist in serving visitors more effectively, to improve the content of our website, and to maintain e-mailing lists of briefing subscribers. We offer e-mail interfaces on many pages on our website. Information submitted on this feature is subject to the conflict prevention provisions stated in the Terms of Use.

Congruent Advisory avoids sharing personal information with third parties. In certain circumstances, we may share information with third parties, including if we believe we are legally obligated to disclose information to the government or third parties, where we are working with a vendor or business associate who is performing functions on our behalf, or if we are jointly providing services with a business partner. In the unlikely event that Congruent Advisory needs to investigate or resolve possible problems or inquiries, Congruent Advisory may disclose any information about visitors to government officials as permitted by applicable law.

Protecting Visitors' Information

Congruent Advisory uses reasonable security measures and policies to protect information submitted on this website from unauthorized loss, misuse, alteration, or destruction. We cannot guarantee that our reasonable measures will not prevent a third party from circumventing our security measures and unlawfully intercepting or accessing transmissions or private communications, or where an error may occur in the administration of the Congruent Advisory website. To the best of our ability, access to any submitted personal information is limited to those who have a need to know. Those individuals who have access to the data are required to maintain confidentiality of such information.

Updating or Removing Visitors' Information

At any time visitors who have submitted personal information to Congruent Advisory, under most circumstances have the right to reasonable access to that data to correct any inaccuracies or request that Congruent Advisory delete their personal information and no longer contact them either by e-mail, telephone, regular mail, or by any other means. To make any request described above, send an e-mail to, and we will make all reasonable and practical efforts to comply with your request, so long as it is consistent with applicable law and professional standards. When contacting us, please be sure to provide us with your exact e-mail address, name, address, and/or telephone number(s) in order to be sure we handle your request correctly.


“Cookies” (i.e., small text files placed on your computer when you first visit the site) are used on our website. Most browsers now recognize when a cookie is offered and permit you to refuse or accept it. If you are not sure whether your browser has this capability, you should check with the software manufacturer, your company’s technology help desk, or your Internet Service Provider.

Cookies are primarily used to enhance your online experience using our website and are not used to track the navigational habits of identified visitors, unless we obtain your permission to do so. If you visit our website to read or download information, such as news stories or articles, much of the information we do collect is statistical only (e.g., the domain from which you access the Internet, the date and time you access our site, and the Internet address of the website from which you linked directly to our website) and not personally identifiable. We use this information about the number of visitors and their use of the website in the aggregate to make our website more useful and attractive to you.

If you subscribe to newsletters from Congruent Advisory, we may be able to confirm the e-mail addresses of subscribers who have clicked on URLs embedded in our message content. We may collect this information to gauge user interest and to make future newsletters more useful by customizing the content provided to you.


In general, you are not required to submit any personal information when you visit the Congruent Advisory’s website, but Congruent Advisory may require you to provide certain information so that you may receive additional information about our services and events. The Congruent Advisory website may also ask for your permission for certain uses of your personal information, and you can agree to or decline those uses. If you opt-in for particular services or communications, such as an e-newsletter, you will be able to unsubscribe at any time by following the instructions included in each communication. If you decide to unsubscribe from a service or communication, we will try to remove your information promptly, although we may require additional information before we can process your request. As described above, if you wish to prevent cookies from tracking you as you navigate our website, you may be able to set your browser to refuse all cookies or to indicate when a cookie is being sent. Note, however, that some portions of our website may not work properly if you elect to refuse cookies.


Congruent Advisory understands the importance of protecting the privacy of children, especially in an online environment. Our website is not designed for or directed at children under the age of 13. It is our policy never to knowingly collect or maintain information about anyone under the age of 13.


If you have any questions or concerns regarding this Privacy Policy, please e-mail us at