The 7 Standards

What Knowledgeable Investors and Fiduciaries Demand:

  • Objective investment strategies and advice from an independent organization with no inherent conflicts of interest to sell proprietary securities or insurance products.
  • Broadly diversified portfolios developed specifically for their needs utilizing Modern Portfolio Theory and a Strategic Asset Allocation process.
  • Disciplined, practical, and systematic approach which organizes and coordinates resources and establishes appropriate levels of risk and return expectations.
  • Timely and accurate reporting of assets and performance; measuring results against established benchmarks and goals.
  • Benefit from the same investment disciplines utilized by some of the largest corporations, institutions, and retirement funds.
  • Advisors with the highest level of qualifications, experience, and competence who adhere to a strict published code of ethics, and have a commitment to diligently pursue continuing professional education.
  • Long-term advisor relationships built on the highest levels of professionalism, integrity, and trust.