InvesTech : Technical and Monetary Investment Analysis

InvesTech Research
625 Wisconsin Avenue
Whitefish, MT 59937
Office: 406-862-7777
Subscriptions: 800-955-8500
E-mail Us


Privacy & Cookie Policy


Privacy Policy

Protecting Your Personal Information is Important

 InvesTech Research, LLC ("InvesTech," "us," "our," "we") respects your privacy and is committed to informing you of what information we collect, how we use it, and what security measures we have taken to protect your information, including your personal data.

This Privacy Policy (also referred to as "Policy") describes how we collect and use personal information that may directly, or indirectly, identify you during and after your working relationship with us and/or through our Site ("Personal Information"). In particular, this Privacy Policy describes the basis upon which and for what purposes we process your Personal Information, as well as your privacy rights under certain privacy laws including, where applicable, under US privacy laws and the European Union's ("EU") General Data Protection Regulation ("GDPR"), and how we protect your Personal Information.

To affirm our continued commitment to the proper use of client information and protecting your privacy, we have set forth the following privacy policies.

By visiting this Site, you are accepting the practices described in this Policy. If you do not agree to this Policy, please do not use this Site.

Changes to this Policy

This Policy may change from time to time and should be reviewed periodically. Such changes shall be effective immediately upon posting. The current version of this Policy can be accessed from the link on the bottom of our homepage. By accessing our Site after we have posted changes to this Policy, you are agreeing to the terms of the Policy as modified.

How We Collect Information

We collect Personal Information in order to provide you with our subscription services ("Services"). For further details, please see the "How We Use the Information We Collect" section below.


You will voluntarily provide most of your Personal Information directly to us. We may also obtain Personal Information from other sources or persons. We collect Personal Information from the following sources:


           Information Collected Directly from You: We may collect Personal Information about you-such as your name, address, telephone number, fax number, e-mail address, etc.-directly from you. For example, Personal Information may be collected when you fill out a "Subscribe Now" form, create username and login, register for events we host or sponsor, or otherwise provide us information through the Site.


           Information Collected Through Our Site: When you visit and use our "Subscribe Now" form, certain information may be collected. Among the types of information that may be collected are:

                        domain names of visitors to our Site;

                        your name, address, e-mail address and any additional information you provide in the "Subscribe" form or other forms on our Site;

                        "navigational information" regarding the traffic patterns of our Site, including the number of visits to a particular page and user-specific information on which pages a guest visits, average length of time spent on the Site and similar Site usage data;

                        any information that you may choose to submit in connection with any e-mail messages, on-site surveys, and the like; and

                        cookies that track your IP address and certain other information from you when you visit our Site. For further details, please see the "Do We Use "Cookies" or Obtain Personal Information by Automated Means?" section below.


           Information Collected through Our IT Systems and Network: Our IT systems and network automatically filter email and other electronic communications for viruses and compliance with our internal policies. Usage of our IT systems (and access to secure office areas) is also automatically logged. Where appropriate and local law permits us to, we will monitor such communications and logs to ensure compliance with applicable rules and law and our internal policies, and for business continuity purposes.

The Types of Information We Collect

We collect Personal Information in order to provide you with our Services. This type of personal information may include:

           personally identifying information such as name, telephone, mailing address, and fax number;

           digital footprint data such as e-mail, login information, and IP addresses;

           financial information such as credit card information;

           employment data such as job position and business contact information.

Lawful Basis for Processing

InvesTech may have one or more of the following lawful bases to process your Personal Information:

           Consent: your freely, informed, and voluntary consent to process your Personal Information in connection to our Services.

           Contract: processing your Personal Information is necessary in order to fulfill a contract.

           Legal Obligation: processing is necessary to comply with applicable rules, laws, and regulations.

           Legitimate Interests: processing is necessary to the legitimate interests of our firm and/or a third party.

How We Use the Information We Collect


As discussed in detail below, we may use your Personal Information:

           to administer our relationship and maintain Services;

           for marketing and business development;

           for historical and statistical purposes;

           to comply with the firm's regulatory obligations;

           to establish, exercise or defend legal rights.

To Provide Subscription Services

Where it is necessary to communicate with and perform our Services with our clients or to take steps at our client's request to provide Services, InvesTech may collect or generate additional details about you during the course of such engagement in order to provide you with our Services.


In order to communicate efficiently, correspondence and documents may be sent by unencrypted email. You will be aware that this is not guaranteed as a secure method of communication, nor are there any service standards for delivery. If you would prefer us not to use unencrypted email, please speak to your contact at the firm.

For Client Development

We may use Personal Information in order to respond to, prepare for and present pitches and other proposals, and identify potential business opportunities including your name, company of employment, employee title, contact information and other similar information for such purposes.

Newsletters, Mailing Lists, Direct Marketing, and Business Development

In connection to our Services, we use your Personal Information for direct marketing purposes, including sending you newsletters, alerts and information we think may interest you either electronically and/or post-mail.  

We may also use your Personal Information to assist in the development and marketing of our services.

You may update your preferences or opt out at any time. For more information on how to exercise your rights, see the following respective sections titled, "Individual Rights" and "Updates and Your Choice to Opt-Out of the Collection and Sharing of Personal Information."


If you attend an event that is run by or in association with our firm, we will collect contact details as part of event registration.

Where an event is sponsored in association with a partner organization or hosted at an external venue ("Co-Sponsored"), we may need to share your personal details with the partner, event organizer or venue. Only the minimum information will be shared as necessary for the purposes of running the event.  

Should you choose to register or submit your information to any events where InvesTech co-sponsors with a third party, InvesTech will have no control over the third-party sponsors' use of this information, and this Policy will not apply.

InvesTech uses this information to help us develop and improve our Site to better meet your needs. We may use your name or e-mail address to contact you or respond to your inquiries. We also use this information to help us diagnose technical issues relating to the performance of our Site.

Analytics and Improvement

To better understand how users access and use the Site, our other services and offerings, and for other research and analytical purposes, such as to evaluate and improve our services and business operations and to develop services and features.

To Comply with Another Party's Legitimate Interests and our Legal and Regulatory Obligations

As part of your business or other commercial dealings with our firm, we may collect or generate details about you in connection to maintain our relationship with you and maintain contractual relations and applicable legal and/or regulatory obligations.

Prevent Misconduct, Abuse and Misuse

Subject to our professional and ethical duties, we use Personal Information where we believe necessary to investigate, prevent or take action regarding illegal activities, suspected fraud, situations involving potential threats to the safety of any person, or violations of our terms of engagement. We also use Personal Information to protect and secure the Site and our information systems and networks.

In the event that we use Personal Information we collect for other purposes not identified above where direct client consent is required under applicable rules, laws and/or regulations we will provide specific notice at the time we collect such Personal Information.

Do We Use "Cookies" or Obtain Personal Information by Automated Means?

We use "cookies" to help us tailor our Site to better suit your needs (for example, we may use cookies to enable us to save any personal preferences indicated by you) and to provide a more effective route to various components of our Site.

Cookies are small text files that are stored in your computer's memory and hard drive when you visit certain web pages. They are used to enable websites to function or to provide information to the owners of a website.

Automated Decision Making. This Site contains cookies that function as an automated decision-making mechanism to determine user location.

Third party cookies. When you visit our Site, you may receive cookies that are set by third parties. These cookies are used for the purposes described in the bullet points above. We do not control the setting of these third party cookies, so we suggest you might wish to check the third party websites for more information about their use of cookies and how to manage them.

Amending internet browser settings to disable cookies. You can configure your browser to send accept all cookies, reject all cookies, notify you when a cookie is set, or delete cookies that have already been set. Each browser is different, so check the "Help" menu of your browser to learn how to change your cookie preferences. You are free to decline our cookies if your browser permits, although in that case you may not be able to use certain features on our Site. In addition, a number of companies offer utilities designed to help you visit websites anonymously.

For more information about cookies and how to disable them please visit, or you may consult the vendor documentation for your specific software.

For more information on how our firm utilizes cookies, please refer to our Cookie Policy.

How do We Respond to Do Not Track Signals?  

We do not track users across time or over multiple websites, we do not receive, or respond to, browser do-not-track signals or other similar mechanisms. However, as noted above, some third party websites do keep track of your browsing activities when they serve you content, which enables them to tailor what they present to you.

Amending your internet browser's Do Not Track signal: Do Not Track ("DNT") is a privacy preference that users can set in certain web browsers and is a way for users to inform a particular website that they do not want certain information about their webpage visits collected over time and across websites or online services.

To learn more about setting up a Do Not Track signal, please visit

For additional information on Do Not Track signals, please refer to our Cookie Policy

Providing Information to Third Parties

InvesTech does not share your Personal Information with third parties (including nonaffiliates and/or business partners) so that they may directly market to you. The third parties with whom we may need to share Personal Information to help us provide our Services to you and to maintain our Site include:

           if we are required to do so by law or legal process;

           to law enforcement authorities or other government officials;

           to prevent fraud against InvesTech;

           our business partners for publications and events co-organized by InvesTech and them;

           to support auditing, compliance, and corporate governance functions; or

           to comply with any and all applicable laws.

Your Rights

To the extent permitted by the applicable law of your jurisdiction, in relation to your Personal Information, you may request:

           to have your Personal Information corrected, for example, if it is incomplete or incorrect;

           to opt out of receiving marketing communications at any time;

           the right to file a complaint with an applicable government regulator such as a Data Protection Authority.

In addition to the foregoing, if you are located in the European Economic Area ("EEA"), to the extent permitted by applicable law, in relation to your Personal Information, you may request:

           to access the Personal Information held by us about you;

           the right to restrict or object to the processing of your Personal Information, or request that your Personal Information is erased;

           the right to receive a copy of the Personal Information which you have provided to the firm, in a structured, commonly used and machine-readable format (known as "data portability");

           where you have provided Personal Information voluntarily, or otherwise consented to its use, the right to withdraw your consent.

To help protect your privacy and maintain security, we may take steps to verify your identity before granting you access to your information.


InvesTech makes every effort to protect the security of your Personal Information. We are committed to keeping Personal Information secure and we have implemented appropriate information security policies, rules and technical measures to protect the Personal Information that we have under our control from unauthorized access, improper use or disclosure, unauthorized modification and unlawful destruction or accidental loss.

All of our employees, consultants, workers and data processors (i.e., those who process your Personal Information on our behalf, for the purposes listed above), who have access to, and are associated with the processing of Personal Information, are obligated to respect the confidentiality of such Personal Information.

Please note that no transmission over the internet is completely secure or error-free, and that the information security policies, rules and technical measures utilized and maintained by us may be subject to compromise.

Links to Third-Party Websites. As a convenience to you, InvesTech may provide hyperlinks to websites operated by third parties. When you select these hyperlinks, you will be leaving the Site.

InvesTech has no control over third party websites, their content, or security. Accordingly, when you access these third party websites it is at your own risk. We encourage you to read the associated privacy policies by such third party websites to learn more about their data privacy management practices. InvesTech may, in its sole discretion, block links to the third-party website and content without notice.

Updates and Your Choice to Opt-Out of the Collection and Sharing of Personal Information

We will endeavor to ensure your Personal Information is kept accurate, complete, up to date and relevant. If you feel your Personal Information is not accurate, complete or up to date, please notify us and we will take reasonable steps to ensure it is corrected. You can contact us using the details listed below.

If you are located in a jurisdiction that requires opt-in consent to receive electronic marketing messages, we will only send you such messages if you opt-in to receive them. To opt out of receiving e-mails or other direct marketing communications, such as commercial emails, please contact us using the details listed below.

The scope of your choice to opt-out will remain subject to applicable laws, rules, and regulations.

Retention of Personal Information

To the extent permitted by applicable law, we retain your Personal Information for the period necessary to serve the purposes for which we obtained it. We may also retain your Personal Information beyond such period in accordance with applicable laws, regulations, or another lawful basis, including but not limited to, compliance with our contractual obligations, legal obligations, regulatory obligations, legal claims, or another legitimate interest.

Information about Children on Our Site

The Site is not directed to children under the age of 18 years. By using the Site, you represent and warrant that you are at least 18 years old.

If you are under the age of 18, and to the extent we have unintentionally collected any of your Personal Information on our Site, you may request and obtain removal of such Personal Information. To make such a request, please send an email with a detailed description of the specific content or information to the e-mail address below.

Please be aware that such a request does not ensure complete or comprehensive removal of the content or information you have posted and that there may be circumstances in which the law does not require or allow removal even if requested.

Data Transfers

We may transfer the Personal Information we obtain about you to recipients in countries other than the country in which the information originally was collected. Those countries may not have the same data protection laws as the country in which you initially provided the information. To the extent required by applicable law, when we transfer your information to recipients in other countries (such as the United States, United Kingdom, Ireland or Cayman Islands), we will protect that information as described in this Policy.

If you are located in the European Economic Area ("EEA"), we will comply with applicable legal requirements regarding the provision of appropriate safeguards for the transfer of Personal Information to recipients in countries for which the European Commission has not issued an adequacy decision.

Data Controller

As identified under applicable law, the data controller for this Site is InvesTech located at the address below. Worldpay Integrated Payments Solutions, Inc. is a data controller in respect to personal data required to process credit card transactions. Worldpay's Privacy Statement can be found at

Whom can you contact at InvesTech?

If you have any questions regarding this Policy or would like to exercise your rights, you may contact us using the information below:

Attention: James B Stack

InvesTech Research, LLC

625 Wisconsin Avenue

Whitefish, MT 59937

Phone: + 406-862-7777



Cookie Policy


This Cookie Policy describes how InvesTech Research, LLC. (referred to herein as "our," "us," or "we" as the case may be) collects and uses cookies about you through our website ("Site").

What are Cookies?

A cookie is a small file of letters and numbers that is downloaded on to your computer when you visit a website. Cookies are used by many websites and can do a number of things, e.g., remembering your preferences, recording what you have put in your shopping basket, and counting the number of people looking at a website.

How do we use Cookies?

We use cookies on this Site for the following purposes:


           Analytical purposes: Analytical cookies allow us to recognize, measure and track visitors to our Site. This helps us to improve and develop the way our Site works, for example, by determining whether Site visitors can find information easily, or by identifying the aspects of the Site that are of the most interest to them.


           Usage preferences: Some of the cookies on our Site are activated when visitors to our Site make a choice about their usage of the Site. Our Site then 'remembers' the settings preferences of the user concerned. This allows us to tailor aspects of the Site to the individual user.


           Terms and conditions: We use cookies on our Site to record when a Site visitor has seen a policy, such as this one, or provided consent, such as consent to the terms and conditions on our Site. This helps to improve the user's experience of our Site - for example, it avoids a user from repeatedly being asked to consent to the same terms.


           Session management: The software that runs our Site uses cookies for technical purposes needed by the internal workings of our servers. For instance, we use cookies to distribute requests among multiple servers, authenticate users and determine what features of the Site they can access, verify the origin of requests, keep track of information about a user's session and determine which options or pages to display in order for the Site to function.


           Functional purposes: Functional purpose cookies store information that is needed by our applications to process and operate. For example, where transactions or requests within an application involve multiple workflow stages, cookies are used to store the information from each stage temporarily, in order to facilitate completion of the overall transaction or request.


           Third party cookies. When you visit our Site, you may receive cookies that are set by third parties. These cookies are used for the purposes described in the bullet points above. We do not control the setting of these third party cookies, so we suggest you might wish to check the third party websites for more information about their use of cookies and how to manage them.


           Amending Internet browser settings to disable cookies. You can configure your browser to send accept all cookies, reject all cookies, notify you when a cookie is set, or delete cookies that have already been set. Each browser is different, so check the "Help" menu of your browser to learn how to change your cookie preferences. You are always free to decline our cookies if your browser permits, although in that case you may not be able to use certain features on our Site. In addition, a number of companies offer utilities designed to help you visit websites anonymously.

Cookies Used on This Site

  • Login Cookie: This site uses a login cookie to maintain access to the subscriber section of our site. Clicking the Rembember Login duing the login process will activate this cookie.
  • Timezone Cookie: This site uses a cookie to track the timezone that the connecting device is in.
  • Session Cookie: The session cookie maintaines your user experience from page to page.

Google Analytics

This Site uses Google Analytics, a web analytics service provided by Google Inc. ("Google"). The information generated by the cookie about your use of this Site is usually transmitted to a Google server in the USA and stored there. However, if IP anonymisation is activated on this Site, your IP address will be shortened by Google beforehand within member states of the European Union or other parties to the Agreement on the European Economic Area.

Only in exceptional cases will the full IP address be sent to a Google server in the US and shortened there. On behalf of the operator of this Site, Google will use this information to evaluate your use of the Site, to compile reports on Site activity and to provide other services related to Site activity and internet usage to the Site operator. The IP address provided by Google Analytics as part of Google Analytics will not be merged with other Google data.

Your Consent

By continuing to use our Site, you are agreeing to our placing cookies on your computer in order to analyze the way you use our Site. Please read this Cookie Policy carefully for more details about the information we collect when you use our Site.

If you do not wish to accept cookies in connection with your use of this Site, you must stop using our Site or withdraw your consent as stipulated below.

Please review Important Disclosure Information

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