Last Updated: November 21, 2025

This Cookie Policy explains how Phoenix National Brokerage (“we,” “us,” “our”) uses cookies and similar tracking technologies on https://phoenixnationalbrokerage.com/ (“Website”). It also describes the choices available to you and how you can manage your cookie preferences, including through our TrustArc Cookie Consent Manager.

By continuing to use this Website, you agree to the use of cookies and similar technologies as described in this Policy, unless you adjust your preferences through the TrustArc consent tool or through your browser settings.

1. What Are Cookies?

Cookies are small text files stored on your device when you visit a website. They help us provide essential functionality, improve Website performance, understand how visitors use our Website, and personalize your experience.

Cookies may be:

  • Session cookies (deleted when your browser closes)
  • Persistent cookies (remain until manually deleted or expired)
  • First-party cookies (set by Phoenix National Brokerage)
  • Third-party cookies (set by outside service providers)

2. How We Use Cookies

Phoenix National Brokerage uses cookies for the following purposes:

A. Strictly Necessary Cookies

These cookies enable fundamental Website functions such as page navigation, security, and access to protected areas. Without these cookies, the Website cannot function correctly.

Examples include:

  • Authentication and session cookies
  • Security-related cookies
  • TrustArc Cookie Consent Manager cookies

These cookies do not store personal data and cannot be disabled through our consent manager.

B. Performance & Analytics Cookies

These cookies collect aggregated, anonymous information about how visitors use our Website. They help us:

  • Understand which pages are most visited
  • Monitor site performance
  • Improve user experience

Examples include:

  • Google Analytics cookies
  • Traffic and behavior measurement tools

We use analytics cookies only after you provide consent, except where permitted by local law.

C. Functional Cookies

Functional cookies allow the Website to remember your preferences, such as:

  • Region or language
  • Autofill information
  • Display settings

These cookies enhance your browsing experience.

D. Advertising & Targeting Cookies

Phoenix National Brokerage does not currently use advertising or targeted marketing cookies.

If we add advertising integrations in the future, we will request explicit consent before enabling them.

3. TrustArc Cookie Consent Manager

Phoenix National Brokerage uses the TrustArc Cookie Consent Manager to provide clear, granular control over how cookies are used.

TrustArc allows you to:

  • Review each cookie category
  • Enable or disable non-essential cookies
  • Change consent choices at any time
  • Withdraw consent at any time

The TrustArc Preferences Center is accessible at any time via the “Cookie Settings” link displayed on the Website.

TrustArc Compliance

TrustArc enables us to comply with:

  • GDPR consent requirements (Articles 5, 6, 7, 30)
  • US privacy laws including CCPA/CPRA, CPA, CTDPA, VCDPA, and UCPA

TrustArc records consent history as required by GDPR Article 7(1).

4. Legal Basis for Processing (GDPR)

Under the EU GDPR, our use of cookies relies on the following legal bases:

  • Legitimate interest – for strictly necessary cookies
  • Consent – for analytics, performance, and functional cookies
  • Explicit consent – for advertising cookies (if implemented in the future)

You may withdraw your consent at any time using the TrustArc tool.

5. Cookies We May Use

Because this Website uses TrustArc, cookie deployment may change depending on:

  • Website updates
  • Third-party integrations
  • TrustArc classifications

Examples of potential cookies include:

Strictly Necessary

  • __truste_consent
  • __truste_policy
  • Session/security cookies

Analytics

  • _ga, _gid, _gat (Google Analytics)
  • Heatmap/interaction tracking cookies

Functional

  • User preference cookies
  • Form-saving cookies

A complete list of active cookies is always available within the TrustArc Preferences Center.

6. Third-Party Cookies

Third parties may set cookies when you interact with embedded content such as:

  • Google Maps
  • YouTube or Vimeo videos
  • Analytics tools
  • CDN or hosting providers

We do not control third-party cookie behavior and encourage you to consult the policies of each provider.

7. International Data Transfers

Where cookie-related data is transferred outside of the EU/EEA, Phoenix National Brokerage applies GDPR-compliant safeguards, including:

  • Standard Contractual Clauses (SCCs)

  • Vendor assessments and additional safeguards when required

Some providers may process data in the United States or other jurisdictions.

8. Your Rights

EU/EEA Residents

Under GDPR, you have the right to:

  • Access your personal data
  • Request correction or deletion
  • Restrict or object to processing
  • Withdraw consent
  • Lodge complaints with a supervisory authority

Phoenix National Brokerage serves as its own EU Representative under Article 27. EU residents may contact us using the information below.

United States Residents

Depending on your state of residence, you may have rights under:

  • CCPA / CPRA
  • Colorado CPA
  • Connecticut CTDPA
  • Virginia VCDPA
  • Utah UCPA

These may include rights to:

  • Access your personal information
  • Request deletion
  • Request correction
  • Opt out of sale or sharing

Phoenix National Brokerage does not sell personal information as defined under US state privacy laws.

Requests may be submitted to the contact information below.

9. How to Control Cookies

Using TrustArc

Click “Cookie Preferences” or “Cookie Settings” on the Website to adjust your cookie selections at any time.

Using Your Browser

Most browsers allow you to:

  • Block cookies
  • Delete cookies
  • Limit third-party cookies
  • Receive alerts before cookies are stored

Disabling certain cookie types may affect Website performance or functionality.

10. Changes to This Cookie Policy

We may update this Cookie Policy from time to time due to changes in:

  • Applicable law
  • Website functionality
  • Cookie technology
  • TrustArc platform updates

Revisions will be posted on this page with an updated Last Updated date.

11. Contact Information

For questions about this Cookie Policy or your rights, please contact:

Phoenix National Brokerage
 401 E Kilbourn Ave, Ste 201
Milwaukee, WI 53202
United States
Email: info@phoenixinvestors.com
 Phone: (414) 283-2600

EU residents may use the same contact details for GDPR-related inquiries.