Privacy Policy for White Oak Partners, LLC

White Oak Partners, LLC, its affiliates, partners, and subsidiaries, including WOBD, LLC, and White Oak Partners Investment Advisor, LLC (collectively, “White Oak”), understands and values the importance of safeguarding the privacy of personal information concerning our current and prospective customers, employees, and job applicants (collectively, its “Stakeholders”).

In this privacy policy (this “Policy"), “personal information means any information that is collected or maintained for business purposes which can identify an individual. Please note that information which does not identify an individual (e.g., anonymous, de-identified or aggregate information) is not considered personal information and is therefore not governed by this Policy.

This Policy is reviewed annually and updated to reflect any changes.


Policy Overview

White Oak recognizes the importance of maintaining the personal information of its Stakeholders and when we use it, we do so with respect for their privacy. We obtain and use personal information to manage and operate our business effectively, as well as to fulfill our legal and regulatory obligations.

Information Collection

White Oak collects public and non-public personal information from its Stakeholders, as well as from various other sources. Some examples include:

  • Interactions with White Oak (i.e., discussions with our staff via telephone, email communications, or information submitted online).
  • Data from consumer reporting agencies.
  • Information from other third-party sources (i.e., identity verification).
  • Other sources for which consent was provided.

Protection of Information

We have implemented physical, administrative, technical, and organizational controls designed to protect personal information.  These controls undergo periodic review and are regularly updated to address changes in legal or regulatory requirements and advancements in technology.

Access to personal information is restricted at White Oak, limited to individuals who require it to develop, support, offer, and deliver our business products and services.

Third-Party Information Sharing

White Oak does not share or sell personal information about its Stakeholders with any unaffiliated third parties. However, we may share personal information with the following entities:

  • Unaffiliated service providers (i.e., printing and mailing companies, payroll service providers, or other entities who may provide services directed by White Oak).
  • Government agencies, regulatory bodies, and law enforcement officials (i.e., for purposes such as tax compliance or reporting suspicious transactions).
  • Other third parties, with consent (i.e., if we are authorized to contact another financial institution on your behalf).
  • Other organizations as permitted or required by law (i.e., for fraud prevention or in response to a subpoena).
  • Companies engaged for employment verification services.

Our service providers are obligated to keep the personal information we share with them confidential and to use it only to provide services specified by White Oak.

In the event of White Oak being acquired, being merged with another company, acquiring another company, or being involved in a corporate reorganization or change of control, personal information collected about its Stakeholders may be shared with the acquiring or acquired company.

Information Provided to Affiliates

Personal information about you may be shared with other White Oak affiliates for business operational purposes, such as internal shared service groups performing tasks like printing, mailing, bookkeeping, or other data processing services.

Online Privacy

Personal information provided to us through websites owned and controlled by White Oak or via electronic communications will be managed in accordance with the practices and safeguards described in this Policy.

When engaging with us via electronic communications, we (or our service providers on our behalf) may automatically collect technical, navigational, and location information, such as device type, browser type, Internet protocol address, and pages visited. This information is used for various purposes, including maintaining session security and facilitating site navigation.

Cookies and Similar Technologies

White Oak and our third-party service providers may use cookies and similar technologies to support the operation of our websites. Cookies are small pieces of data exchanged between a website and a visitor’s web browser on a visitor's device (e.g., computer, tablet, or mobile device). Cookies help us to collect information about users of our websites, including date and time of visits, pages viewed, amount of time spent, or general information about the device used to access our website. Cookies are also used for security purposes and to personalize your experience, such as customizing your screen layout.

Website Security

We have implemented reasonable measures for the protection of our websites.  Those measures include (in addition to the controls already referenced) both encryption and firewall security technology to protect any personal information that is in our custody or control.  There is also regular monitoring of our websites and network for possible vulnerabilities and attacks.  While we have implemented these security measures, you should be aware that 100% security is not always possible.

You may be able to navigate to an unaffiliated third-party’s website through links on our website. We do this as a matter of convenience, but we don't endorse, do not control, and aren't responsible for those third-party websites or their website security. The third-party’s privacy policy, not White Oak’s, governs your online experience with them.  Please review their privacy policy terms to understand how they protect personal information.


How can I contact White Oak?

If you have questions or concerns with respect to this Policy, please contact us via telephone at (614) 741-7600, by filling out an online inquiry form on the “Contact Us” page of our website, or by writing to us at the following address: 4960 E. Dublin Granville Rd. Suite 500, Westerville, Ohio 43081, Attn: Privacy Policy.