Privacy Policy

Privacy Statement

Effective Date: August 1, 2021

This Privacy Statement describes the practices of Bird Loechl McCants & Holliday, LLC (“BLM&H” or “we” or “us”) with respect to personal information we collect through our websites (the “Sites”).

Collection of Personal Information

BLM&H collects personal information that you voluntarily provide when you visit our websites (“Sites”). For example, we collect information about you when you:

  • Sign up to receive advisories, articles, announcements or other communications;
  • Register for an event; or
  • Submit a comment or question or otherwise communicate with us through the Sites.

The personal information we collect may include, without limitation, your first and last name, street address, telephone number, email address, communication preferences, password and other information you submit through the Sites.

We also collect certain information automatically when you visit our Sites (“Technical Information”). Technical Information includes the IP address of your device; the type of browser, device and operating system you use; other identifiers associated with the device you use to access our Sites; the pages you visit and the features you use, including dates and times; and, if you navigated from or navigate to another website, the address of that website. We may collect Technical Information through the use of cookies, clear .gifs, web beacons, local shared objects, Flash cookies or other tags, identifiers or technologies as they may become available or change over time. We may track the total number of visitors to our Sites, the number of visitors to each page of our Sites, whether visitors share our Sites with others, and the domain names of our visitors’ internet service providers. We may also collect information regarding the effectiveness of our email or other communications, such as whether you open an email we send to you.  Please note that third-party ad networks and service providers may collect and receive Technical Information and use and disclose such Technical Information for their own purposes, subject to their own privacy policies. We and those third parties may collect information about you over time and across our and third-party sites. By using our Sites, you consent to such processing of data about you by us and by such third parties.

You can opt out of delivery of targeted advertising to you by multiple ad networks by visiting the linked website. We use standard metadata practices alongside a Yoast SEO plugin so you are able to share content from our Sites across social media networks. For information about Yoast’s privacy practices, please visit the linked website. Our Sites also use Google Analytics to analyze your website activity. You can opt out of Google Analytics by visiting the linked website.


Third Party Applications and Websites

We may make available on our Sites third-party applications such as file transfer facilities, online payment facilities, content linking or sharing facilities, or links to third-party sites. Such third-party applications may collect information about you directly. We do not control such third-party applications or sites. Please note that this Privacy Statement does not apply to any such third-party applications or sites. Information collected by or through such third-party applications or sites is subject to the privacy policies of the third parties that provide those applications or sites. You should consult the relevant third party’s privacy policies regarding information they collect by or through their applications or sites.

How We Use Personal Information Collected Through the Sites

We may use personal information collected through our Sites to contact you, to provide you with information that you have requested, to provide additional information that we believe may be of interest to you, to perform an activity you have requested (such as to register you for an event), to enhance or improve the Sites, for security purposes, or otherwise to operate our business.

Sharing of Personal Information

We may share personal information with third parties in the following circumstances:

  • When authorized by you;
  • With third party service providers retained to perform services on our behalf. These service providers are not authorized to use or disclose the information except as necessary to provide services to us;
  • If we are required to do so by law or pursuant to legal process or in response to a request from law enforcement authorities or other government officials;
  • When we believe disclosure is necessary or appropriate to prevent physical harm or financial fraud or theft, or in connection with an investigation of suspected or actual illegal activity;
  • In connection with the sale or transfer of all or a portion of our business or assets to a third party.

Your Choices and Rights

You may unsubscribe from advisories, articles, announcements and other promotional emails received from us by following the unsubscribe link included at the bottom of each such email or by contacting us at Please note that you may continue to receive non-promotional communications to the extent permitted by law.

Your browser and your device may enable you to limit the use of cookies and other technologies used to collect Technical Information. You should consult documentation for your browser or device for more information about exercising these options. Please note that you may not be able to use all the features of our Sites if you limit the Technical Information you share with us. In addition, our Sites are not designed to respond to “do not track” requests from browsers.

To request details of the personal information we hold about you or to delete or rectify any inaccurate personal information about you please contact us at We will handle any such request in accordance with applicable law. Please note that we may take reasonable steps to verify your identity before implementing your request.

Information Security

We maintain administrative, technical and physical safeguards for the Sites designed to protect against loss, misuse or unauthorized access, disclosure, alteration or destruction of the personal information we collect through our Sites. The use of the internet creates inherent information security risks, and we are not able to guarantee the security of our Sites. Please note that emails and other communications that you send to us, via our Sites or otherwise, are not encrypted.

Transfers of Personal Information

We may transfer the personal information we collect through the Sites to countries with laws that may be deemed not to provide the same level of data protection as the laws in the country in which you reside. Please note that our primary data processing facilities are located in the United States of America. By submitting personal information through the Sites, you consent to the transfer of personal information as described in this Privacy Statement.

Linked Sites

The Sites may include links to sites operated by external third parties. The inclusion of a link to a third party site does not imply our endorsement of the site or the products and services offered at such site. Please note that this Privacy Statement does not apply to any such third party sites. You should consult privacy policies of each site you visit.

Parents, Guardians and Children

The Sites are intended for visitors who are at least 18 years of age and the age of majority in their jurisdiction of residence. We do not knowingly solicit information from or market products to children. If you do not meet the age requirements set forth above, please do not enter your personal information on this or any other BLM&H Site.

Changes and Questions

BLM&H may revise this Privacy Statement from time to time. Please check this page periodically for changes.

If you have any questions about this Privacy Statement or our practices with respect to personal information, please send your request to