Privacy Policy

Last Updated: July 9, 2024

1. Introduction
Welcome to Yale Advisors. This privacy policy outlines our practices for data collection, use, and security. We are committed to protecting your privacy and exceeding privacy standards. By using our website, you consent to the practices described in this policy.

Here’s the updated section of your privacy policy, integrating the new details about verbal consent and the use of your website forms for obtaining SMS consent:

2. Information Collection and Use of RingCentral Services

Yale Advisors collects personal data directly through our website forms and uses RingCentral services for communication. We adhere to RingCentral’s Enhanced Business SMS guidelines, which include limitations on message rates, consent requirements for marketing communications, and specific opt-out protocols. We obtain verbal consent over the phone or in person from existing clients at the beginning of our business relationship and confirm their willingness to receive text messages. This consent is further documented and reaffirmed when clients interact with us via text, where they are promptly informed about our communication policies and provided with options to opt-out at any time.

3. User Consent and Privacy Practices

Consent is a cornerstone of our operations. For SMS messaging, we secure express consent through double opt-in procedures, clearly outlined on our web forms located at:

Join Buyers List
Request MHC/RV Valuation
Request Conference Meeting
Request Limited Partners Information
Investing Equity into Operator Information

Request General Partners – Seeking Equity Partners Information
Contact Us

By selecting options such as “Join Buyers List Today,” “Request Valuation,” “Request Information,” or “Contact Us Today,” customers agree to receive SMS or text messages from our company. Directly beneath these forms, our Privacy Policy is linked (Privacy Policy), which details how we handle and protect customer information, ensuring it is not shared with third parties. We do not engage in or promote prohibited campaigns such as credit repair offers or political advertisements, adhering strictly to RingCentral’s policies.

SMS communication is limited to existing active customers, ensuring that all messages sent meet the stringent criteria of prior consent. Customers have the continual option to reply with “STOP” and “OPT-OUT” to discontinue receiving SMS messages from our company.

4. Data Security and Management
Our commitment to data security is paramount. We take all necessary precautions to protect your information, both online and offline. Our security practices include encryption, secure server environments, and limited access to personal information.
5. Changes to This Policy
We reserve the right to modify this policy at any time. Changes will be posted on this page, and we encourage frequent review of our privacy policy. Substantial changes in how we handle personal information will be communicated via email.
6. Third-Party Links and Services
Our website includes links to third-party sites not controlled by us. We are not responsible for the privacy practices of these sites. We recommend reviewing their privacy policies before providing any personal information.
7. EU Users
Information from EU users is transferred to the US under the EU-US Privacy Shield framework. By providing your information, you consent to this transfer and use.
8. Children’s Privacy
We do not knowingly collect data from children under 13. If such data is collected, we take steps to delete it or obtain parental consent.
9. Your Rights and Choices
You have the right to unsubscribe or opt-out of any future communications. Specific instructions to unsubscribe will be provided in any communication we send.
10. Contact Us
For any questions or concerns regarding our privacy practices, please contact us at:
• Email:
• Phone: (877) 889-9810
• Address: 3050 Biscayne Blvd Ste 402, Miami, Florida, 33137
Acceptance of Terms
By using this website, you acknowledge and agree to the terms stipulated in this policy. If you do not agree, please do not use our website or services.