Statement of Principles of the Firm

•      Always act in the interests of the client.
•      Treat any client with the highest degree of confidentiality.
•      Disclose promptly and fully to the client any potential conflicts of interest.
•      Provide each client with the best available information to provide a basis for making a prudent decision.
•      Acknowledge risks straightforwardly and present investments in an objective light.
•      Charge reasonable fees and disclose all fees.
•      Avoid any trades or recommendations based on insider information. 
•      Recognize and respond effectively to the uniqueness and changing nature of each client’s investment needs.
•      Avoid racial, sexual or other invidious discrimination in the operation of the business.