Simple yet crucial.
We pledge to work exclusively in your interests and to be compensated by you alone.
We promise not to receive commissions, incentives, trailer fees or other forms of back-door compensation from the vendors of the financial instruments which we use to implement your investment portfolio.
If it is standard practice for any such vendor to offer such incentives, we promise to proactively report and refund back to you such monies received.
We commit not to enter into any assignments, contracts or vendor relationships which compromise our service to you and the top priority of your interests.
We will perfectly align our priorities with yours and will always operate as a fee-only truly independent adviser.
In enacting this pledge, we consistently operate with the highest level of investment ethics.