Our Code of Ethics

Our Code of Ethics

Over the last 40 years, Bob has been a leading voice for ethical practices in the investment community. As advisors, Bob and Andrew follow the Certified Financial Planner Board of Standards, Inc. code of ethics.

Principle 1 – Integrity: Provide professional services with integrity.

Principle 2 – Objectivity: Provide professional services objectively.

Principle 3 – Competence: Maintain the knowledge and skill necessary to provide professional services competently.

Principle 4 – Fairness: Be fair and reasonable in all professional relationships. Disclose conflicts of interest.

Principle 5 – Confidentiality: Protect the confidentiality of all client information.

Principle 6 – Professionalism: Act in a manner that demonstrates exemplary professional conduct.

Principle 7 – Diligence: Provide professional services diligently.


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