Terms & Conditions and Privacy Policy
Effective Date: October 8, 2026
Protego Advisers LLC (“Protego Advisers,” “we,” “us,” or “our”) is committed to providing clear information about the terms governing our communications and how we collect, use, and protect personal information.
Terms & Conditions
General Information
These Terms & Conditions govern your use of the Protego Advisers LLC website and your participation in communications with Protego Advisers LLC, including SMS text messaging.
Our website is located at www.protegoadvisers.com.
SMS Messaging Terms
Program Name: Protego Advisers LLC Client Communications
Protego Advisers LLC uses SMS text messaging for routine client correspondence and business-related communications.
Messages may include:
Responses to client inquiries
Appointment scheduling and reminders
Updates regarding ongoing client engagements
Requests for information or documentation
General administrative and service-related correspondence
Protego Advisers LLC does not use this SMS program to send marketing or promotional text messages.
Consent to Receive SMS Messages
By providing your mobile phone number and expressly agreeing to receive SMS communications from Protego Advisers LLC, you consent to receive text messages related to your client relationship, services, or business inquiries.
Consent to receive SMS messages is not a condition of purchasing or receiving services from Protego Advisers LLC.
Message Frequency
Message frequency varies depending on the nature of your engagement and communication needs. Messages are sent as necessary for routine client correspondence.
Message and Data Rates
Message and data rates may apply depending on your wireless carrier and mobile service plan.
Opting Out
You may opt out of SMS communications at any time by replying STOP to any text message received from Protego Advisers LLC.
After opting out, you may receive a final confirmation message. You will not receive additional SMS messages unless you subsequently provide new consent.
Help and Support
For assistance with SMS communications, reply HELP to any message or contact us at Alec@protegoadvisers.com.
Wireless carriers are not liable for delayed or undelivered messages.
Privacy
Your privacy is important to us. Our collection and use of personal information, including information associated with SMS communications, is described in the Privacy Policy below.
Mobile phone numbers, SMS opt-in data, and SMS consent information will not be sold or shared with third parties or affiliates for their marketing or promotional purposes.
Website Content
Information provided on this website is intended for general informational purposes and does not constitute individualized tax, legal, financial, or investment advice.
Professional recommendations are provided only within the scope of an established client engagement.
Limitation of Liability
To the extent permitted by applicable law, Protego Advisers LLC is not responsible for losses arising from interruptions, delays, or technical failures affecting website access or SMS communications.
Nothing in these Terms & Conditions limits liability that cannot lawfully be excluded.
Changes to These Terms
Protego Advisers LLC may update these Terms & Conditions periodically. Updates will be posted on this page with a revised effective date.
Privacy Policy
Protego Advisers LLC respects the privacy of our clients, prospective clients, and website visitors. This Privacy Policy explains how we collect, use, protect, and disclose personal information, including information obtained through SMS text messaging.
Information We Collect
We may collect personal information that you voluntarily provide when contacting us, using our website, or engaging our professional services.
This information may include:
Name and contact information
Email address
Telephone and mobile phone numbers
Business or organizational information
Information provided through inquiries or client correspondence
Information necessary to provide our advisory and consulting services
When you communicate with us via SMS, we may also collect message content, communication history, and records relating to your consent to receive text messages.
How We Use Your Information
We may use personal information to:
Respond to inquiries and requests
Provide professional advisory and consulting services
Communicate with current and prospective clients
Schedule appointments and coordinate meetings
Provide updates regarding ongoing client engagements
Request information necessary to provide services
Maintain appropriate business records
Comply with applicable legal and regulatory obligations
Protego Advisers LLC does not use its SMS communications for marketing or promotional messaging.
SMS Communications and Consent
Protego Advisers LLC uses SMS text messaging for routine client correspondence.
By expressly opting in to SMS communications, you agree to receive service-related messages from Protego Advisers LLC.
Message frequency varies according to individual communication needs. Message and data rates may apply.
You may opt out at any time by replying STOP. For assistance, reply HELP or contact Alec@protegoadvisers.com.
Mobile Information and SMS Privacy
Protego Advisers LLC does not sell, rent, or share mobile phone numbers, SMS opt-in data, or SMS consent information with third parties or affiliates for marketing or promotional purposes.
SMS opt-in information and consent will not be disclosed to third parties or affiliates for their own marketing or promotional use.
We may use service providers that facilitate the technical delivery of SMS communications. These providers may process information as necessary to provide communications on our behalf but are not authorized by Protego Advisers LLC to use that information for their own marketing or promotional purposes.
Information Sharing
Protego Advisers LLC does not sell personal information.
We may disclose personal information when reasonably necessary to:
Provide services requested by our clients
Work with service providers supporting our business operations
Comply with applicable laws, regulations, or legal processes
Protect the rights, safety, or security of our clients, our business, or others
Any disclosure of client information is subject to applicable confidentiality obligations and legal requirements.
SMS opt-in data and consent are excluded from sharing for third-party marketing or promotional purposes.
Data Security
We take reasonable administrative, technical, and organizational measures to protect personal information against unauthorized access, disclosure, alteration, or misuse.
However, no electronic communication or data storage system can be guaranteed to be completely secure.
Standard SMS messaging may not provide the same level of security as encrypted communication channels. Clients should avoid sending highly sensitive financial information, account credentials, Social Security numbers, or confidential documents through standard text messaging.
Data Retention
We retain personal information for as long as reasonably necessary to fulfill legitimate business purposes, maintain appropriate client and business records, and comply with applicable legal or regulatory obligations.
Your Privacy Choices
You may contact us with questions about personal information we maintain or to request corrections or deletion, subject to applicable legal and recordkeeping requirements.
You may withdraw your consent to SMS communications at any time by replying STOP.
Opting out of SMS communications does not prevent Protego Advisers LLC from communicating with you through other appropriate channels regarding your client relationship.
Third-Party Services
Our website and business operations may use third-party technology and service providers. These providers may process limited information necessary to perform services on our behalf, subject to applicable privacy and confidentiality requirements.
Our website may also contain links to independently operated third-party websites. Protego Advisers LLC is not responsible for the privacy practices of those websites.
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our business practices, technology, or legal obligations.
Updates will be posted on this page with a revised effective date.
Contact Us
If you have questions regarding these Terms & Conditions, our Privacy Policy, our data practices, or SMS communications, please contact:
Protego Advisers LLC
Website: www.protegoadvisers.com
Email: Alec@protegoadvisers.com