Website & Privacy Policy
Last Updated: June 2026
1. Introduction and Scope
LRI Investments, LLC and Lindberg & Ripple (collectively “we,” “our,” or “us”) are committed to protecting your privacy. This Policy covers two distinct areas:
- Our obligations as a Registered Investment Adviser (RIA) regarding your personal financial information under applicable federal and state law (including Regulation S-P).
- How we collect, use, and share information through our website, linrip.com, including through cookies and third-party tracking technologies.
This Policy applies to visitors to linrip.com and to our clients. If you are a California resident, additional rights and disclosures applicable to you are described in Section 8.
2. Website Information We Collect
2a. Information You Provide
When you contact us through our website or submit a form, we may collect:
- Name, email address, and phone number
- The content of any message you send us
- Any other information you voluntarily provide
2b. Information Collected Automatically
When you visit linrip.com, certain information is collected automatically through cookies, pixels, and similar technologies, including:
- IP address and approximate geographic location
- Browser type and operating system
- Pages visited, time spent on pages, and navigation paths
- Referring URLs (the page you came from before visiting our site)
- Device identifiers
2c. Cookies and Tracking Technologies
We use the following categories of cookies on our site:
| Cookie Type | Purpose |
|---|---|
| Strictly Necessary | Required for the website to function. Cannot be disabled. |
| Analytics / Performance | Help us understand how visitors use the site (e.g., Google Analytics). These collect anonymized or pseudonymized data about traffic and behavior. |
| Functional | Remember your preferences and settings. |
| Marketing / Advertising | Used to track visitors across websites for advertising purposes. Only set if you consent. |
You can control non-essential cookies through the cookie preference banner displayed when you first visit the site. You may also adjust your preferences at any time by clicking “Cookie Preferences” in the site footer.
Note that disabling certain cookies may affect the functionality of the site.
3. Third-Party Services and Data Sharing (Website)
We use third-party service providers who may receive data about your visit to our website. These may include:
| Service Category | Examples / Purpose |
|---|---|
| Web Analytics | We use analytics tools (such as Google Analytics) to understand site traffic and usage patterns. These tools may set cookies and collect data subject to their own privacy policies. |
| Hosting & Infrastructure | Our website is hosted on platforms that process server logs and related data. |
| Email & Contact Forms | If you submit a contact form, data may be processed by our email or CRM provider. |
| Social Media Plugins | Links to our LinkedIn page may involve tracking by LinkedIn. We do not control LinkedIn’s data practices. |
We do not sell your personal information to third parties. We do not share website visitor data with advertisers for purposes of targeting you with ads on other websites, except to the extent you consent to marketing cookies.
Third-party service providers are contractually required to use your data only for the purposes we specify.
4. Investment Adviser Client Privacy (Regulation S-P)
As a Registered Investment Adviser, LRI Investments, LLC is required to provide you with information about how we collect, use, and protect your nonpublic personal information.
4a. Information We Collect from Clients
| From You Directly | From Other Sources |
|---|---|
| Name, address, phone, email | Custody and brokerage agreements |
| Date of birth, Social Security or taxpayer ID | Account applications and forms |
| Employment information and government ID | Other advisory agreements and legal documents |
| Assets, liabilities, income, and expenses | Transactional information |
| Investment activity, experience, and goals | Other information needed to service your account |
4b. How We Share Client Information
| Basis for Sharing | Do We Share? | Can You Limit? |
|---|---|---|
| Servicing our clients (administrators, brokers, custodians, regulators, credit agencies, other financial institutions) | Yes | No |
| Marketing purposes with non-affiliated third parties | No | Not Applicable |
| Authorized agents or representatives | Yes | Yes |
| Former clients | No | Not Applicable |
4c. How We Protect Your Information
We maintain physical, procedural, and electronic security measures to safeguard your nonpublic personal information. These include secure passwords, encrypted file storage, a secure office environment, and vendor security requirements. Our associates are trained on their obligations to protect client data.
5. Data Retention
We retain client financial records for the periods required by applicable law and regulation, including SEC recordkeeping requirements. Website analytics and usage data is retained in accordance with the retention policies of our service providers (typically 26 months for Google Analytics by default, though this can be configured).
Contact form submissions are retained for as long as reasonably necessary to respond to your inquiry or as required by law.
6. Children’s Privacy
Our website is not directed at children under 13 years of age, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us and we will promptly delete it.
7. Links to Third-Party Sites
Our website contains links to third-party websites including client portals (such as Investor Login and Planning and Vault), FINRA BrokerCheck, and our LinkedIn page. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party site you visit.
8. California Residents – Additional Rights
If your mailing address is in California, you have additional rights under California law, including the California Consumer Privacy Act (CCPA) and the California Invasion of Privacy Act (CIPA).
8a. Your California Rights
- Right to Know: You have the right to request information about the categories and specific pieces of personal information we have collected about you, and how we use and share it.
- Right to Delete: You have the right to request deletion of personal information we have collected from you, subject to certain exceptions.
- Right to Opt Out of Sale: We do not sell your personal information. However, if you believe we are selling your data, you have the right to opt out.
- Right to Non-Discrimination: We will not discriminate against you for exercising your California privacy rights.
8b. Notice Regarding Website Tracking Under CIPA
California law treats certain forms of online tracking as potentially implicating wiretapping and eavesdropping statutes (California Penal Code §§ 631, 632, and 638.51). To the extent any third-party analytics, advertising, or session-recording technologies operate on our site, we disclose that:
- Such technologies may collect information about your interactions with this website in real time.
- Third-party service providers may receive this data simultaneously with us.
- You may prevent this collection by declining non-essential cookies via the cookie preference banner.
We do not use session replay tools that capture keystrokes or free-form text input. We do not use live chat tools that intercept communications in real time.
8c. Shine the Light
California residents may request information once per year about personal information shared with third parties for their own direct marketing purposes. We do not share personal information for third-party direct marketing purposes, so no disclosure is required under this provision.
8d. Do Not Track
Our website does not currently respond to browser-level Do Not Track (DNT) signals. You may use the cookie preference banner to limit non-essential tracking.
9. Changes to This Policy
We will send existing clients a revised Policy whenever material changes are made to our RIA privacy practices. We will update the “Last Updated” date at the top of this page whenever changes are made. We encourage you to review this Policy periodically.
10. Contact Us
If you have questions about this Policy, wish to exercise your privacy rights, or want to request a copy of this Policy, please contact us:
Lindberg & Ripple / LRI Investments, LLC
West Hartford, CT
29 S Main Street, Suite 311, West Hartford, CT 06107
Phone: (860) 761-9790
Email: info@linrip.com
Palm Beach Gardens, FL
3825 PGA Blvd., Suite 303, Palm Beach Gardens, FL 33410
Phone: (561) 323-2265
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.
Investment Advisory Services Offered Through LRI Investments, LLC, a Registered Investment Adviser.
CA Insurance License # 390636 | File # 3173594.3