Privacy Policy
Last Updated: November 2, 2026
1. Introduction & Non-Clinical Practice Scope
Swartz & Company LLC is a strategic advisory and operational finance consulting practice serving healthcare organizations, health systems, and enterprise entities. We are committed to protecting the privacy, confidentiality, and security of our website visitors and prospective clients.
Important Notice Regarding Protected Health Information (PHI):
This website is designed exclusively for general corporate business development, firm background, and prospective commercial client inquiries. This website is not a patient portal, does not collect patient medical records, and does not provide clinical healthcare services, medical care, or treatment advice.
Do not submit confidential patient medical records or Protected Health Information (PHI) as defined under the Health Insurance Portability and Accountability Act of 1996 (HIPAA) through this website or its public contact forms. All formal advisory engagements involving sensitive business records or operational healthcare data are governed strictly under separate, executed Master Services Agreements (MSAs), Statements of Work (SOWs), and Business Associate Agreements (BAAs) utilizing dedicated, secured corporate infrastructure.
2. Information We Collect
We collect minimal personal and corporate information necessary to evaluate and respond to professional business inquiries:
Information You Provide Directly: When you submit an inquiry through our contact form or send correspondence to inquiries@swartzandcompany.com, we collect your name, business email address, organization or health system name, professional phone number (if provided), and project/inquiry scope.
Technical & Log Data: When you browse our website, our hosting and security infrastructure automatically logs standard technical information, including your IP address, browser type, operating system, referring URLs, device identifiers, and visit timestamps.
Communications: Records and contents of business correspondence sent through our contact forms or direct email channels.
3. What Happens If You Do Not Provide Contact Data
You are under no statutory obligation to provide personal information when simply browsing our public website. However, if you choose not to provide essential business contact details (such as your name, corporate email, and organization) when submitting an inquiry, we will be unable to respond to your request, evaluate your engagement needs, or deliver professional advisory services.
4. How We Use Your Information
We process collected information strictly for legitimate commercial and business operations:
Responding directly to professional business inquiries and scheduling exploratory advisory consultations.
Delivering requested consulting proposals, engagement scopes, and corporate correspondence.
Ensuring the technical stability, security, and integrity of our digital web presence.
Complying with applicable legal, accounting, tax, and regulatory recordkeeping obligations.
To improve our website and services
To comply with legal obligations
We do not sell, rent, trade, or monetize personal or corporate contact information under any circumstances.
5. Artificial Intelligence & Automated Processing
We may utilize enterprise artificial intelligence (AI) and automated productivity tools within our secured operational environment to assist in administrative workflows and communication management. However:
Your information will never be used for purposes different from those disclosed in this policy.
Your personal and business information is never used to train, retrain, or fine-tune public or third-party AI foundation models.
We do not engage in automated decision-making or behavioral profiling that produces legal or significant effects without direct human oversight and intervention.
6. Information Sharing & Service Providers
We do not disclose your information to third parties except to vetted enterprise service providers that support our day-to-day operations (such as website hosting platforms, cloud infrastructure providers, and enterprise email systems). These providers process data strictly on our behalf under confidentiality and security agreements. We may also disclose information if required to do so by law, subpoena, or to protect our legal rights.
7. Cookies & Tracking Technologies
Our website uses essential and functional cookies provided by our platform host to ensure secure navigation, reliable page delivery, and aggregate traffic analysis. We do not deploy third-party advertising tracking networks, social media pixels, or behavioral remarketing cookies. You can manage or disable cookies through your browser settings, though doing so may affect basic website display functionality.
8. Third-Party Links
Our website may include links to external third-party websites, applications, or professional platforms (such as LinkedIn or industry registries). Clicking on those links may allow third parties to collect or share data about you. We do not control these third-party platforms and are not responsible for their privacy policies or data practices. When leaving our website, we encourage you to review the privacy policy of each site you visit.
9. Data Security & Retention
We implement industry-standard administrative, physical, and technical safeguards to protect information against unauthorized access, loss, or alteration. All web traffic to and from swartzandcompany.com is encrypted in transit using Transport Layer Security (TLS/HTTPS). However, no internet transmission is completely secure, and we cannot guarantee absolute security.
We retain general business contact inquiries and correspondence only as long as necessary to fulfill professional advisory purposes, maintain business relationships, and satisfy standard legal, tax, and corporate governance retention schedules.
10. Your Privacy Rights
Depending on your jurisdiction, you may have the right to request access to, correction of, or deletion of personal contact information we maintain about you, or to restrict or object to certain processing activities. To exercise any of these rights, please submit a written request to inquiries@swartzandcompany.com.
11. Changes to This Policy
We reserve the right to update this Privacy Policy periodically to reflect changes in our advisory operations, technologies, or legal obligations. Revisions will be published directly on this page with an updated "Last Updated" date.
12. Contact Information
For questions or concerns regarding this Privacy Policy or our operational data practices, please contact:
Swartz & Company, LLC.
Attention: Privacy & Compliance