Privacy Policy

Effective Date: July 23, 2026

SES ESOP Strategies (“SES,” “we,” “our,” or “us”) respects your privacy and is committed to protecting personal information collected through our website. This Privacy Policy describes the types of information we may collect, how we use and disclose that information, the choices available to visitors and the measures we take to protect information entrusted to us.

This Privacy Policy applies solely to information collected through this website and any associated online services that link to this Policy.

By using our website, you acknowledge that you have read and understood this Privacy Policy.

1. Information We May Collect

The information we collect depends on how you interact with our website.

Information You Voluntarily Provide

We may collect information that you choose to provide, including name, email address, telephone number, company name, job title, mailing address and information contained in emails, forms or other communications you send to us.

You may choose not to provide personal information, although certain services or communications may not be available as a result.

Information Automatically Collected

When you visit our website, certain technical information may be collected automatically, such as Internet Protocol (IP) address, Browser type and version, Device type, Operating system, Referring website or source, Pages viewed, Date and time of visit, General geographic region derived from IP address, Website interactions, and Website performance and diagnostic information.

The specific information collected depends on the cookie and consent preferences you select.

2. Cookies and Similar Technologies

Our website uses cookies and similar technologies to provide website functionality, maintain security, remember user preferences, improve performance and where permitted by a visitor’s selections, evaluate website usage and effectiveness.

Cookies are small text files stored on your browser or device.

Visitors are provided with choices regarding non-essential cookies and similar technologies through our cookie preference management tool.

We do not activate analytics, advertising, session replay, heat-mapping, behavioral observation, or other consent-dependent visitor monitoring technologies unless and until a visitor has selected cookie preferences permitting those technologies.

Visitors who select “Strictly Necessary” cookies may continue to access and use website functionality; however, non-essential analytics, advertising, marketing, visitor-observation, and similar technologies remain inactive unless consent is later provided.

For additional information regarding cookies, consent preferences, visitor choices, cookie categories, and preference management, please review our Cookie Notice.

3. Why and How We Use Information

We may use information collected through the website to respond to inquiries and requests, communicate with you, provide requested information or services, improve website functionality and performance, maintain website security, detect and prevent fraud or misuse, fulfill legal and regulatory obligations, protect our rights, clients, personnel, and business operations and evaluate and improve our online presence and communications.

4. Disclosure of Information

We do not sell personal information in exchange for monetary compensation. We may disclose information in the following circumstances:

  • Service Providers – We may disclose information to vendors and service providers that assist with website hosting, technology support, security services, analytics services (where consent has been provided), and communication and marketing support. Such providers are contractually required to use information only for authorized purposes.
  • Legal and Regulatory Requirements – We may disclose information to comply with applicable law, respond to legal process, cooperate with law enforcement or governmental authorities, and protect rights, safety, property or security

5. Data Retention

We retain personal information only for as long as reasonably necessary for business, legal, compliance and operational purposes, after which it is securely deleted, anonymized or otherwise disposed of in accordance with applicable requirements.

6. Your Privacy Choices and Rights

Depending on your state of residence, you may have certain privacy rights relating to personal information we collect. Subject to applicable law, these rights may include:

  • Accessing information collected about you
  • Correcting inaccurate information
  • Requesting deletion of certain information
  • Obtaining information about categories of information collected or disclosed
  • Limiting certain uses of personal information where applicable, and
  • Appealing a privacy-rights determination where provided by law

Requests may be submitted using the contact information below. We will respond in accordance with applicable legal requirements.

7. Information Security

We take reasonable measures designed to protect information submitted through our website from unauthorized access, use or disclosure. However, no method of transmission over the Internet or method of electronic storage can be guaranteed to be completely secure.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any modifications will be reflected by updating the Effective Date above. Continued use of the website after changes become effective constitutes acknowledgment of the revised Policy.

9. Accessibility Statement

We are committed to making this website accessible and usable for all visitors, including individuals with disabilities. We strive to improve the accessibility and usability of our website and to provide an inclusive online experience.

If you experience difficulty accessing any content on this website or encounter an accessibility barrier, please contact us using the information below. We will make reasonable efforts to address the issue and provide the information or assistance you need.

10. Contact Us

If you have questions regarding this Privacy Policy or would like to exercise privacy rights available under applicable law, please contact:

Stevens & Lee
Attention: General Counsel
111 North Sixth Street
Reading, Pennsylvania 19601

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