Privacy Policy.

1. Who We Are

L.R.I. Investments LLC is an investment and financial-services firm operating across four capacities: principal dealing for our own account (financial contracts, mineral and oil royalties, mortgages, tax liens, venture capital, viatical settlements), customized fee-paid advisory and fund management, fiduciary and trust administration, and market services including clearinghouse, quotation, and transfer-agency functions. This website is informational and is operated from our office at 3749 Esquire Dr, Canal Winchester, Ohio 43110.

2. Information We Collect

• Contact details you submit through the inquiry form or by email — name, organization, email address, telephone number.
• Inquiry content — the matter, vault category, and timeline you describe.
• Client-intake data — where an engagement proceeds, information required by engagement agreements and applicable regulation, which may include identity documentation, financial objectives, and fiduciary instructions.
• Technical data — standard hosting logs: IP address, browser type, pages requested, timestamps. We do not operate advertising trackers on this site.

3. How We Use Information

• To respond to inquiries and schedule reviews.
• To evaluate which capacity — principal, advisor, fiduciary, or market service — applies to a matter.
• To perform engagement obligations, including advisory deliverables, trust and estate administration, escrow, custody, clearing, or transfer services.
• To satisfy legal, regulatory, tax, and recordkeeping obligations.
• To protect our rights, prevent fraud, and secure our systems.

We do not use personal information to make automated decisions with legal effect, and we do not build advertising profiles.

4. Legal Bases and Capacity

Where required, we process data: (a) with your consent, for inquiries you initiate; (b) to perform a contract or take steps at your request before contracting; (c) to comply with legal obligations, including securities, fiduciary, and recordkeeping requirements; and (d) for legitimate interests such as site security and business administration, balanced against your rights.

5. Confidentiality of Financial Records

Information received under fiduciary, advisory, or principal-side engagements is held under strict confidentiality consistent with the governing instrument and applicable law. Trust, estate, escrow, custodial, and transfer-agency records are segregated by mandate and accessed only by personnel with a need to perform the engagement.

6. How We Share Information

• Service providers — hosting, email, and IT vendors under contractual confidentiality.
• Professional advisers — counsel, accountants, and auditors where needed for the engagement.
• Regulators and law enforcement — where legally required, including court orders and lawful requests.
• Transaction counterparties — only as necessary to execute a mandate you have instructed (e.g., transfer agents, clearing entities), under the instrument's terms.

We do not sell personal information, and we do not share it for third-party marketing.

7. Cookies and Analytics

This site does not set advertising cookies. Minimal technical storage may be used for site function. Standard server logs are retained for security diagnostics. If analytics are added in future, this policy will be updated.

8. Data Retention

Inquiry correspondence is retained for the life of the resulting relationship plus the period required by applicable financial recordkeeping rules (commonly three to seven years after a matter closes). Fiduciary and transfer-agency records are retained for the periods required by the governing instrument and regulation. Records past their retention period are destroyed securely.

9. Data Security

We apply administrative, technical, and physical safeguards proportionate to financial information: access controls, encryption in transit, segregated mandate records, and limited personnel access. No method of transmission or storage is perfectly secure; we will notify affected parties of breaches where required by law.

10. Your Rights

Depending on your jurisdiction you may request access to, correction of, or deletion of your personal information; restrict or object to certain processing; or receive a portable copy. Rights may be limited where fiduciary or regulatory retention obligations apply. Submit requests to h.novak@investme.shop.

11. Children's Privacy

Our services are not directed to individuals under 18, and we do not knowingly collect their data.

12. Changes and Contact

We may update this policy; the current version is always on this page. Questions: h.novak@investme.shop · +1 (839) 867-0266 · L.R.I. Investments LLC, 3749 Esquire Dr, Canal Winchester, OH 43110, United States.