Values

We act with integrity, competence, diligence, respect and in an ethical manner with the customers and prospective customers.

We place the integrity of the investment profession and the interests of our customers above our own interests.

We follow fairness and objectivity with all our customers when providing investment analysis, making investment recommendations, taking investment action, or engaging in other professional activities.

We adhere, individually and collectively, to our commitments, our values, and the ethical conduct of our business: