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Portfolio Review

Maximize Potential with Expert Portfolio Guidance

2 hr
250 US dollars
Location 1

Service Description

Schedule a detailed portfolio review with our experts to analyze your current investments and receive guidance on optimizing your portfolio for optimal performance and growth.

Contact Details

865-803-9314

info@capitalbycooper.org

817 Ridgeview Dr.

Clinton, TN 37716

Privacy Policy 

Effective Date: September 26, 2026

Cooper Capital LLC ("Cooper Capital," "we," "us," "our") respects your privacy and is committed to protecting the personal information you provide when using our website and services.

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This Privacy Policy explains how we collect, use, disclose, retain, and protect information obtained through our website, communications, forms, and related services.

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1. Who this Policy Applies to

 This Privacy Policy applies to individuals who visit or use our website, submit information through our forms, communicate with us, request information or services, or otherwise interact with Cooper Capital in connection with our business.

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It also applies to personal information we collect from prospective clients, clients, investors, business contacts, service providers, and other individuals who communicate or interact with us.

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This Privacy Policy does not necessarily apply to information collected by third parties, including third-party websites, platforms, applications, or services that may be linked to or accessible through our website. Those third parties may have their own privacy policies and practices.

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 2. Information We Collect

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 Depending on how you interact with our website, we may collect information such as:

  • Name

  • Email Address

  • Phone number

  • Company or organization name

  • Mailing or business address

  • Information submitted through contact, inquiry, or application forms

  • Information relating to your investment interests or business inquiries

  • Website usage information, including IP address, browser type, device information, and pages visited

  • Cookies and similar techniques

  • Any other information you voluntary provide to us

 We don't require you to provide personal information simply to browse our website. However, certain features or services may require information to respond to your request.

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 3. How We Use Information

 We may use information we collect to:

  • Respond to inquiries and requests

  • Communicate with prospective clients, clients, and business contacts

  • Provide and improve our services

  • Evaluate and manage business relationships

  • Process applications or requests submitted through the website

  • Maintain website security and prevent fraud unauthorized activity

  • Analyze website usage and improve our website

  • Comply with applicable legal and regulatory obligations

  • Maintain business records'

  • Send administrative or service-related communications

We will use personal information only for legitimate business purposes and in accordance with applicable law.

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 4. Legal Bases for Processing

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 Where applicable law requires a legal basis for processing personal information, we may rely on one or more of the following legal bases:

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 Performance of a contract: Processing may be necessary to provide requested services, respond to inquiries, process applications, or take steps at your request before entering into an agreement.

Consent: We may process personal information based on your consent, including where required for certain communications, cookies, or other processing activities. You may withdraw consent at any time, although withdrawal will not affect processing that occurred before withdrawal.

 Legal obligations: Processing may be necessary to comply with applicable laws, regulations, legal processes, governmental requests, accounting requirements, or regulatory obligations. 

 Protection of rights and interests: Processing may be necessary to protect the rights, property, safety, or security of Cooper Capital, our users, or others.

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The legal basis for processing may vary depending on the information involved, the purpose of processing, and the jurisdiction in which you are located.

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 5. Cookies and Tracking Technologies  Our website may use cookies, analytics tools, and similar technologies to improve functionality, understand how visitors use the website, and maintain security.

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 You may be able to control through your browser settings or other available cookie controls. Disabling certain cookies may affect the functionality of portions of the website.

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 6. Information Sharing

  We do not sell your information for money.

 We may share information with trusted service providers, contractors, technology providers, professional advisers, financial institutions, or other third parties when reasonably necessary to operate our business, provide requested services, maintain our website, or comply with legal obligations.

 We may also disclose information when required by law, legal process, governmental request, or when reasonably necessary to protect our rights, property, users, or the security of our services.

 If Cooper Capital is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, personal information may be transferred as part of that transaction, subject to applicable law.

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 7. Data Security

 We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

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 However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

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 8. Third-Party Services and Links 

 Our website may contain links to third-party websites, platforms, or services.

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Cooper Capital is not responsible for the privacy practices, security, or content of third- party websites. We encourage you to review the privacy policies of third-party services before providing them with personal information.

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 9. Data Retention

 We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business and transaction records, resolve disputes, enforce agreements, and comply with applicable legal, accounting, regulatory, and reporting requirements.

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 Retention periods may vary depending on the type of information, the purpose for which it was collected, our legal and business needs, and applicable law.

 

 10. Your Privacy Rights

 Depending on your location and applicable law, you may have certain rights concerning your personal information, which may include the right to:

  • Request access to personal information we maintain about you

  • Request correction of inaccurate information

  • Request deletion of certain information

  • Request information about how your personal information is used or disclosed

  • Object to or restrict certain processing

  • Withdraw consent where processing is based on consent

  • Request a copy of certain personal information in a portable format

  • Appeal a decision concerning a privacy request, where applicable

 These rights may be subject to applicable legal exceptions and limitations. We may need to verify your identity before completing a request. We will respond to valid requests within the time required by applicable law. 

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 To submit a privacy-related request, complaint, or appeal, please contact us at info@capitalbycooper.org. Please describe your request or concern and include sufficient information for us to review the matter. We may request additional information to verify your identity or clarify your concern.

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 If you are dissatisfied with our response, you may have the right to appeal our decision by contacting us at the same email address. Where applicable law provides a right to lodge a complaint with a data protection authority or other regulatory agency, you may also contact the appropriate authority in your jurisdiction.

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 11. Children's Privacy

 Our website is not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13.

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 If we become aware that we have collected person information from a child under 13 without appropriate authorization, we will take reasonable steps to delete the information.

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 12. Investment and Financial Information

 Information provided through this website does not, by itself, create an investment advisory, fiduciary, brokerage, or other financial relationship with Cooper Capital.

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 Any investment-related services, offerings, or communications are subject to applicable agreements, eligibility requirements, disclosures, and applicable laws and regulations.

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 Nothing on this website should be interpreted as personalized investment, legal, tax, or financial advice unless expressly stated otherwise in a separate written agreement.

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 13. Changes to This Privacy Policy

  We may update this Privacy Policy periodically to reflect changes in our business practices, technology, legal requirements, or services.

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 When we make changes, we will update the "Effective Date" at the beginning of this Policy. Your continued use of the website after an updated policy becomes effective constitutes your acknowledgement of the updated policy, to the extent permitted by applicable law.

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 14. Contact Us

 If you have questions about this Privacy Policy, our privacy practices, your personal information, a privacy complaint, or an appeal of a privacy=related decision, please contact Cooper Capital LLC at 

info@capitalbycooper.org.

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 Cooper Capital LLC

 Tennessee, United States

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 Email: info@capitalbycooper.org

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 Accessibility Statement​

 Effective Date: September 26, 2026

Cooper Capital LLC ("Cooper Capital," "we," "us," or "our") is committed to providing a website that is accessible and usable by as many people as possible, including individuals with disabilities.

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 Our Commitment

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 We strive to make our website accessible and easy to use by following recognized accessibility practices and working toward conformance with the Web Content Accessibility Guidelines (WCAG).

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 Our goal is to provide visitors with an experience that allows them to access information, navigate our website, and interact with available features regardless of the technology or assistive tools they use.

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 Accessibility Features

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 We work to support accessibility features such as:

  • Keyboard navigation

  • Clear and consistent website navigation

  • Appropriate headings and page structure

  • Alternative text for relevant images

  • Readable text and sufficient visual contrast

  • Accessible forms and interactive elements

  • Compatibility with commonly used assistive technologies

  • Clear and understandable content 

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 Ongoing Improvements

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 Accessibility is an ongoing effort. We regularly review our website and may make improvements to its design, content, functionality, and technology to improve accessibility and usability.

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 While we strive to make our website as accessible as reasonably possible, some portions of the website may not yet fully conform to every accessibility standard.  

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 Feedback and Assistance

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 If you experience difficulty accessing any portion of our website or have suggestions for improving accessibility, we encourage you to contact us.

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 Please include the webpage or feature you were attempting to access and a description of the issue so that we can better understand and address it.

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 Cooper Capital LLC

 Tennessee, United States

 Email: 

 info@capitalbycooper.org

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 We encourage users who encounter accessibility difficulties with third-party services to contact the applicable provider directly.

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 Changes to this Statement

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 We may periodically update this Accessibility Statement as our website, services, and accessibility practices develop.

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 Last Updated: September 26, 2026

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