Doing the right thing is the only thing to do. We act as fiduciaries when we provide financial advice and services. We believe that operating with transparency, avoiding conflicts of interest, and putting the client first is the only way to do business. What follows are the tenants under which we operate:
- As fiduciaries, we will put our clients’ interests first, ahead of our own.
- We will avoid conflicts of interest whenever possible, and will disclose any unavoidable conflicts of interest should they arise.
- We will serve our clients with integrity, objectivity, honesty, and professionalism.
- We will provide full and fair disclosure of all fees charged to clients.
- We will provide our written privacy policy, code of ethics, business practices, and professional responsibilities.
- We will invest our own assets in the same portfolios that we recommend to clients.
The result of our fiduciary promise is that we will act as champions for our clients’ best interests.