It's More Than Just Numbers Inc

Privacy & Data Stewardship

Data Collection and Intent

Our firm does not participate in the commercialization of user data. Any information provided through the Institutional Inquiry portal is handled with absolute discretion and used solely for the purpose of evaluating potential fiduciary engagements. We utilize high-level security protocols to ensure the integrity of correspondence.

Global Standards

 While our primary registry is in the United States, our data handling practices are designed to align with international standards, including the GDPR for our EMEA-based mandates and the CCPA for our North American operations.

Terms of Use & Legal Disclaimers

No Fiduciary Relationship Established

The information provided on this website is for informational and educational purposes only. Accessing this site, downloading our Advisory Perspectives, or submitting an Institutional Inquiry does not constitute the formation of a fiduciary, legal, or financial advisory relationship. A formal engagement with the firm is only established through a signed, written engagement letter executed by a principal of It’s More Than Just Numbers Inc.

Not Legal or Financial Advice

While our practitioners hold JD and PhD credentials, the content on this site does not constitute specific legal or financial advice. Given the complex nature of institutional risk, we recommend a direct consultation to address the specific mandates of your organization.

Professional Disclosures

• Legal Licensure: Principals of the firm maintain active bar memberships in the states of California and Utah.
• Fiduciary Status: The firm operates as an independent advisory body and does not act as a broker-dealer or investment advisor.
• International Mandates: All cross-border engagements are subject to the specific jurisdictional laws of the primary engagement contract.