Our Promise

For our clients, we will:

Employ and provide the client information on the Prudent Practices when serving as an investment fiduciary and/or advising other investment fiduciaries.

Act with honesty and integrity and avoid conflicts of interest, real or perceived.

Ensure the timely and understandable disclosure of relevant information that is accurate, complete, and objective.

Be responsible when determining the value of our services and our form of compensation; taking into consideration the time, skill, experience, and special circumstances involved in providing our services.

Know the limits of our expertise, and refer clients to colleagues and/or other professionals in connection with issues beyond our knowledge and skills.

Respect the confidentiality of information acquired in the course of our work, and not disclose such information to others, except when authorized or otherwise legally obligated to do so. We will not use confidential information acquired in the course of our work for personal advantage.

Not exploit any relationship or responsibility that has been entrusted to us.