Integrity and Independence

We respect the confidentiality of our clients as to their identity and the privileged nature of their financial information.

We avoid circumstances that create conflicts of interest with our clients.

We are independent and have no outside entity to unduly influence our client advice, except our best research, thinking and judgment.

We accept no compensation or material gifts from any non-client source concerning our services to clients.

Professionalism

We monitor the capital markets and remain prepared to take necessary action for the successful accomplishment of our client's investment policies.

We seek to maintain and improve our professional competence in each pertinent financial discipline.

We interact with, and provide if necessary, other professional advisors as a catalyst for attaining the long-term financial objectives of our clients.