Legal Notices & Privacy

Informational purpose only

This website and its contents are provided for general informational purposes only. Nothing on this website constitutes legal, tax, accounting, investment, securities, valuation, engineering, or other regulated professional advice.

Visiting this website, communicating with Concorde, or receiving publicly available materials does not create a client, fiduciary, advisory, or other professional relationship. A professional engagement with Concorde exists only when the parties have entered into a separate written agreement.

We make reasonable efforts to keep the website accurate and current. However, its content may change without notice, and we do not represent or warrant that all information is complete, current, accurate, or free from errors.

Intellectual property and permitted use

Unless otherwise indicated, the original content on this website—including text, graphics, designs, frameworks, methodologies, analyses, and other materials—is owned by or licensed to Concorde and is protected by applicable intellectual property laws.

You may access and use the website for ordinary personal or internal business-information purposes. Without Concorde’s prior written permission, you may not:

• Systematically copy, reproduce, republish, distribute, modify, scrape, extract, or commercially exploit Concorde materials
• Use automated tools, bots, crawlers, or similar technologies to access or collect website content, except as permitted by applicable law
• Remove or alter proprietary notices, branding, or copyright information

Prior work and references

Examples of work, experience, or capabilities described on this website may reflect professional or independent work completed before or outside the active operation of Concorde.

References to companies, institutions, former employers, technologies, trademarks, or other third parties are provided solely for context. Unless expressly stated otherwise, those references do not imply a current affiliation, sponsorship, endorsement, authorization, or continuing relationship with Concorde.

Certain examples may be anonymized, generalized, or modified to protect confidentiality and provide appropriate context.

Communications and confidentiality

Sending an email or other communication to Concorde through contact information provided on this website does not, by itself, create a confidential, fiduciary, client, or other professional relationship.

Please do not send confidential, proprietary, sensitive, or personally sensitive information unless Concorde has expressly agreed in writing to receive it on a confidential basis. This provision does not alter confidentiality obligations established in a separate written agreement with Concorde.

Third-party websites and services

This website may reference or link to third-party websites, platforms, companies, or services. Concorde does not control and is not responsible for the content, availability, security, policies, or practices of third parties.

A reference or link does not itself constitute an endorsement, recommendation, or representation by Concorde.

Disclaimers and limitation of liability

Concorde makes reasonable efforts to maintain this website and keep its contents accurate and current. We do not guarantee that the website will always be available or that all information will be complete, current, or free from error.

To the fullest extent permitted by applicable law, Concorde will not be liable for indirect or consequential losses arising from use of, or reliance on, this website or its contents. Nothing in this section limits any liability that cannot lawfully be limited or excluded.

Business and regulatory status

Concorde Strategy Partners is a business and operations consultancy. It is not registered as an investment adviser or broker-dealer.

Nothing on this website or in any related communication constitutes investment research; a recommendation to buy, sell, hold, or otherwise take action regarding any security, manager, strategy, or transaction; an offer or solicitation; or investment, legal, tax, or accounting advice.

The delivery of any website content, recap, memorandum, or other communication does not, by itself, create an advisory, fiduciary, or other professional engagement. Any engagement with Concorde would require a separate written agreement defining the scope and terms of the relationship.

Changes and applicable law

Concorde may update this page from time to time as its website, services, technology, or information practices evolve. The “Last updated” date above indicates when this page was most recently revised.

These Terms of Use are governed by the laws of the Commonwealth of Pennsylvania, without regard to its conflict-of-laws principles.

Information we collect

Concorde may receive information you voluntarily provide to us, including your name, email address, professional or company information, and the contents of communications you send to us.

We may also maintain professional and business contact information obtained through ordinary business development, professional networks, company websites, LinkedIn, other public sources, referrals, and research tools.

When you visit this website, we and our service providers may collect limited technical and usage information, such as device type, browser type, IP address or approximate location derived from IP address, pages viewed, referring pages, and information about how you interact with the website.

Analytics

Concorde currently uses Microsoft Clarity to understand how visitors use the website and to improve its content, functionality, and design.

Microsoft Clarity may collect or process technical and usage information through cookies, similar technologies, or other means according to its own technologies and privacy practices. Concorde does not use website-visitor information for cross-site targeted advertising.

How we use information

Concorde may use information to:

• Operate, maintain, secure, and improve the website
• Respond to inquiries and communications
• Manage professional and prospective client relationships
• Maintain business records and professional contact information
• Conduct research and ordinary business development
• Share Concorde research, firm information, or other professional communications, subject to applicable law and your communication preferences
• Protect the rights, property, security, and operations of Concorde and others
• Comply with applicable legal obligations

The website does not currently offer public accounts, file uploads, newsletter registration, or online payment functionality. Concorde handles payments related to client engagements separately from the public website.

Sharing of information

Concorde may share information with service providers and professional advisers that support website operations, communications, recordkeeping, technology, security, and ordinary business activities. We may also disclose information when required or reasonably appropriate to comply with law, respond to valid legal process, protect rights or safety, or support a business transaction involving Concorde.

Concorde does not sell personal information, provide personal information to data brokers, or use website-visitor information for cross-site targeted advertising.

Retention and security

We retain information for as long as reasonably necessary for the purposes described in this notice, including maintaining business relationships, responding to inquiries, preserving business records, meeting legal obligations, resolving disputes, and supporting operational continuity.

We use reasonable measures appropriate to the nature of the information we maintain. However, no method of electronic transmission, storage, or security control can guarantee absolute security.

International visitors

Concorde is based in the United States. If you access this website from outside the United States, information may be processed or stored in the United States or through service providers operating in other jurisdictions.

The global availability of this website does not mean that Concorde specifically directs its services to, or accepts engagements in, every jurisdiction in which the website may be accessed.

Minors

This website is intended primarily for a professional and business audience and is not directed to individuals under 18.