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Ethics
We strictly adhere to the Code of Ethics and Standards of Professional
Conduct set forth by the Chartered Financial Analyst (CFA) Institute, the world’s governing body for investment professionals.
Holding the highest ethical standards we:
- Act with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, employers,
employees, and fellow members;
- Practice and encourage others to practice in a professional and ethical manner that will reflect credit on members and
our profession;
- Strive to maintain and improve one’s competence and the competence of others in the profession;
- Use reasonable care and exercise independent professional judgment.
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