Decisions are based on your best interest
We choose to follow AIF® Global Fiduciary Precepts so our clients know their best interests are always put first.
- Know standards and laws. Our actions are based on understanding and abiding with applicable laws and regulations.
- Diversify assets to specific risk/return profile. Our individual customization philosophy helps ensure your investments are managed to your unique goals and risk/return objectives.
- Prepare investment policy statement. We work with you to define and documents appropriate investment guidelines in your Investment Policy Statement.
- Use "prudent experts" (for example, an Investment Manager) and document due diligence. Investments are managed by experts who are highly educated and qualified practitioners of financial analysis and wealth management.
- Control and account for investment expenses. We work to ensure investment fees and expenses are clear and communicated to you.
- Monitor the activities of "prudent experts". We work collaboratively with investment managers and review their performance with you.
- Avoid prohibited transactions and avoid or manage other conflicts of interest in favor of the portfolio. We believe in a culture of compliance and controls to ensure we safeguard your portfolio.