Corporate Values

Fiduciary Responsibility

Our staff shall exercise the highest standard of care in protecting and promoting the interests of our clients, and will provide a written disclosure containing any conflicts of interest that may compromise their impartiality or independence. As fiduciaries, we shall not accept any referral fees or compensation that is contingent upon the purchase or sale of any financial product.

Integrity

All professional services shall be rendered with the highest level of integrity.

Objectivity

Our staff members shall provide advice that is objective and in the best interest of the client and without actual or perceived conflicts of interest.

Competence

Our staff members shall maintain the necessary knowledge and skills to provide our clients with competent advice and services.

Fairness

All professional services shall be performed in a manner that is fair and reasonable to our clients.

Confidentiality

All staff members shall maintain and safeguard all confidential client information in accordance with applicable laws.

Diligence

Our staff members shall ensure the accuracy and completeness of records, information, and data collected, used and managed, and will take necessary steps to correct any discrepancies.

Regulatory Compliance

Our staff members shall comply fully with appropriate laws and internal regulations.

World Class Service

Our clients expect long term close personal relationships, confidentiality, individualized service, timely reporting and assistance with related financial concerns wherever they are in the world. With the technology of the internet, fax, phone and express overnight delivery, distance is no longer an impediment to close, personalized support. We are easily as accessible as an office down the street. Our clients like the customized personal attention we offer and so will you. A telephone call will always get you a real person, not an automated system. It is duty to promptly return all phone calls and e-mails.

By providing world class service we strengthen our client relationships. Our service is just one of the things that set us apart from other investment managers and institutions.

Community Service

Our firm strives to make a difference in the community by volunteering our time and by donating 2% of our annual revenue to qualified charities and organizations.

Our 2007-2008 Charitable Contributions and Sponsorships included: