Guiding Values
Common Good: We actively embrace the direct relationship between financial decision making and the greater good.
Respect: We nurture and maintain a culture of respect in all we do, proactively promoting ethical behavior within our wider communities.
Fiduciary Duty: As a CEFEX Certified Registered Investment Adviser, we place our clients' interests above our own. We acknowledge our fiduciary responsibility, adequately explain our compensation structure, and disclose potential conflicts of interest. We ensure the timely and clear disclosure of relevant information, taking care to ensure it is accurate, complete, objective, and understood.
Professional Education: We work to enhance our professional knowledge and competence. We share information and ideas; properly credit the contributions of others; and refer clients to appropriate professionals for issues beyond our knowledge and skills.
Privacy and Confidentiality: We do not disclose or share confidential information with others, except as authorized or when otherwise legally obligated to do so. We do not use confidential information for personal advantage.
Respect: We nurture and maintain a culture of respect in all we do, proactively promoting ethical behavior within our wider communities.
Fiduciary Duty: As a CEFEX Certified Registered Investment Adviser, we place our clients' interests above our own. We acknowledge our fiduciary responsibility, adequately explain our compensation structure, and disclose potential conflicts of interest. We ensure the timely and clear disclosure of relevant information, taking care to ensure it is accurate, complete, objective, and understood.
Professional Education: We work to enhance our professional knowledge and competence. We share information and ideas; properly credit the contributions of others; and refer clients to appropriate professionals for issues beyond our knowledge and skills.
Privacy and Confidentiality: We do not disclose or share confidential information with others, except as authorized or when otherwise legally obligated to do so. We do not use confidential information for personal advantage.
