Our Code of Ethics

Our reputation within the community is our most valuable commodity and is something over which past and present clients have a considerable amount of control. It is in our best interest as a firm to treat our clients justly and equitably. In addition to our commitment to confidentiality, it is important for you to know that we operate under the Investment Advisors Act of 1940 as well as the CFA Institute Code of Ethics and Standards of Professional Conduct. The aspects of these regulations range from duties to clients to trading practices, including the prohibition of insider trading.

As a fiduciary our mandate is to place your interests as our client above our own. We will not mislead you, whether through manipulating information being presented or by omitting material facts. We will also not put you at any disadvantage with a trade that we conduct, especially placing any trades for accounts where we would benefit by trading before a client.

Our written code of ethics that all employees are bound to is available to any party upon request.

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