Fiduciary Code of Conduct

If you’re going to do it –

Do it right. 

As you manage investment decisions:

Document the process; Hire competent professionals; Monitor results; and Always remember you have been entrusted with someone else’s money.

Never invest in something you don’t understand or is difficult to value.

Know what you’re paying for – 

Don’t hire the fox to count the chickens. 

Understand that, when everyone is talking about a making a killing –

The market is already dead. 

Cautiously approach investments that promise superior results.

Believe in the statement –

The past is no indication of future performance.

Relish the opportunity to be a steward of sound investment practices

for in the end, it’s

procedural prudence, not performance, that counts.