COOKIE & AUTOMATED DATA PROTOCOL

Last Updated: April 11, 2026

 

Archive Governance

Kaufman & Kaufman, LLC. ("The Firm") utilizes automated data collection to ensure the security, integrity, and performance of the Kaufman Archive ("The Website"). Since our establishment, The Firm has evolved into a comprehensive provider of Hard Asset Performance Solutions, specializing in curating complex physical resources. This policy outlines our standards for data acquisition and the technical tools employed to maintain a high-fidelity user experience.

 

Technical Oversight: The Use of Cookies

The Firm utilizes cookies—standard strings of text deployed to your browser—to facilitate secure site administration. These tools are utilized for the following mandates:

• Enhancement of User Interface: Cookies identify previously visited sections of the Archive, enabling a seamless, "pre-populated" experience when accessing schedules or secure forms.

• Systems Performance Monitoring: We analyze traffic patterns to identify opportunities to improve system speed and reliability across desktop and mobile platforms.

• Strategic Alignment: For clients and fiduciaries, cookies help identify your status and provide tailored information relevant to your specific asset holdings.

Control Protocol: Most web browsers are configured to automatically accept these tools. While you may adjust your browser settings to decline cookies, please be advised that certain high-security features of the Kaufman Archive require cookies for authentication and data protection.

 

Automated Data Acquisition

As is standard for institutional-grade sites, the Archive automatically captures metadata to analyze aggregate trends. This data includes:

• Internet Protocol (IP) Addresses: Used to help diagnose server anomalies and identify broad demographic data (Region/Postal Code). The Firm reserves the right to block IP addresses originating from high-risk jurisdictions outside the United States.

• System Logs: We capture metadata, including browser type, operating system, and access timestamps. This information is utilized strictly for system management and is not linked to your individual personal identity.

• Location-Based Metadata: For users of our mobile applications, location data may be requested to pre-populate site-specific information. This is an "opt-in" feature that can be managed at the device level.

 

Third-Party Integrations

• Social Media Hubs: The Archive may utilize widgets from LinkedIn®, Facebook, and YouTube™. These features may collect your IP address to ensure functional connectivity. These interactions are governed by the privacy protocols of the respective hosting entities.

• Mobile Analytics: For our mobile performance solutions, we utilize analytics software to monitor application frequency and performance. This data is aggregated and does not extract personal information from your device.

 

Data Integrity & Advertising

Kaufman & Kaufman, LLC., does not utilize cookies to collect individually identifiable information for sale to third parties. While we may partner with strategic organizations to provide interest-based notifications, you may opt out of such tracking through your browser settings.

 

Contact & Compliance

For inquiries regarding this Protocol or our Data Privacy standards, please contact the Managing Director of Technology Compliance:

Kaufman & Kaufman, LLC. Attn: Allen Kaufman, Managing Director of Data Privacy and Technology Compliance Reference: Privacy Protocol Inquiries P.O. Box 24594 Chattanooga, TN 37422-4594

Institutional Line: +1 (800) 798-9636 Electronic Correspondence: r.kaufman@kaufmanandkaufman.com​