Privacy

Privacy Policy

Effective Date: 7/14/2026

Quest Advisors, Inc. Website Privacy Policy

Quest Advisors, Inc. (“Quest,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide when using our website. This Privacy Policy describes the information we collect through our public website, how we use it, how we protect it, and the choices available to you.

This Privacy Policy applies only to information collected through our public website. It does not govern the handling of confidential client information, borrower information, or information processed by Quest on behalf of our clients pursuant to contractual obligations.

Information We Collect

Information You Voluntarily Provide

When you contact us through our website, you may provide information including:

  • Name
  • Company name
  • Mailing address
  • Email address
  • Telephone number
  • Comments or messages submitted through contact forms
  • Any additional information you voluntarily include in your communications

You are not required to provide this information to browse our website, but certain features (such as contacting us) require it.

Information Collected Automatically

When you visit our website, certain information is collected automatically to support website functionality, security, analytics, and performance measurement.

This information may include:

  • Internet Protocol (IP) address
  • Browser type and version
  • Device type
  • Operating system
  • Screen resolution
  • Language preferences
  • Referring website
  • Pages visited
  • Date and time of visits
  • Time spent on pages
  • Website navigation patterns
  • Cookie identifiers
  • Session identifiers
  • General geographic information derived from IP address

This information generally does not directly identify you but helps us understand website usage and improve our services.

Cookies and Similar Technologies

Our website uses cookies and similar technologies to support website functionality, understand website usage, improve performance, and measure the effectiveness of our online presence.

Cookies are small text files stored on your device that help websites recognize returning visitors and remember certain preferences.

Depending on your preferences and applicable law, cookies may include:

  • Essential cookies
  • Analytics cookies
  • Performance cookies
  • Advertising or marketing cookies

You may control cookies through your browser settings or through any cookie preference tools made available on our website.

Analytics Technologies

We use Google Analytics to better understand how visitors interact with our website.

Google Analytics may collect information such as:

  • Pages viewed
  • Browser information
  • Device information
  • Session information
  • Website interactions
  • Approximate geographic region
  • Referring websites

We use this information solely to improve website functionality, user experience, and website performance.

Where available, IP anonymization and other privacy-enhancing features are enabled.

Google’s Privacy Policy is available at:

https://policies.google.com/privacy

Advertising and Conversion Measurement

Our website may use Google Ads conversion measurement to evaluate the effectiveness of our advertising campaigns.

These technologies help us understand whether visitors who interact with online advertisements later visit our website or contact us.

We do not use this information to make decisions about individuals.

How We Use Information

We may use information collected through our website to:

  • Respond to inquiries
  • Communicate with prospective clients
  • Provide requested information
  • Improve website functionality
  • Analyze website usage
  • Measure website performance
  • Improve user experience
  • Protect website security
  • Detect fraud or misuse
  • Comply with legal and regulatory obligations
  • Establish, exercise, or defend legal claims

Sharing of Information

Quest does not sell personal information collected through this website.

We may share information with trusted service providers who assist us in operating our website and supporting our business, including:

  • Website hosting providers
  • Cloud service providers
  • Analytics providers
  • Security service providers
  • Professional advisors (including legal counsel)

These providers are permitted to use information only as necessary to perform services on our behalf or as otherwise required by law.

We may also disclose information:

  • when required by law;
  • in response to lawful legal process;
  • to protect our legal rights;
  • to investigate suspected fraud or security incidents;
  • in connection with a merger, acquisition, or sale of assets.

Data Security

Quest employs administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and destruction.

Security measures include, as appropriate:

  • Encryption of sensitive information in transit and at rest
  • Secure cloud service providers
  • Access controls
  • Multi-factor authentication
  • Network security technologies
  • Endpoint protection
  • Logging and monitoring
  • Vendor due diligence
  • Employee security awareness training

While we employ reasonable security measures, no method of electronic transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain personal information only for as long as reasonably necessary to:

  • Respond to inquiries
  • Provide requested services
  • Meet contractual obligations
  • Comply with legal requirements
  • Resolve disputes
  • Protect our legal interests

Retention periods vary depending upon the nature of the information and applicable legal requirements.

Third-Party Websites

Our website may contain links to third-party websites.

Quest is not responsible for the privacy practices or content of websites we do not control.

We encourage visitors to review the privacy policies of any third-party websites they visit.

Children’s Privacy

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

If we become aware that personal information has been collected from a child in violation of applicable law, we will take appropriate steps to delete such information.

California Privacy Rights

California residents may have certain rights regarding their personal information under applicable California privacy laws, including the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), subject to applicable exemptions.

Depending on applicable law and the nature of the information collected, California residents may have the right to:

  • Request access to certain personal information we maintain;
  • Request correction of inaccurate personal information;
  • Request deletion of certain personal information;
  • Request information regarding categories of personal information collected;
  • Request information regarding categories of third parties receiving personal information;
  • Exercise applicable rights without unlawful discrimination.

To submit a privacy request, please contact us using the information below.

Changes to This Privacy Policy

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

When material changes are made, we will update the Effective Date at the top of this policy.


Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

Quest Advisors, Inc.
Privacy Officer
7540 Rowan Street
Chapel Hill, NC 27517

Email: privacy@questadvisors.com

Telephone: 800-793-0542

Effective Date: 7/14/2026