Partnership

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The most important value we focus on is to continuously work at building trusted relationships with our clients. We are humbled by the trust our clients have bestowed upon us, and truly view our partnership as a privilege.

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Trust is a daily practice, and we focus on the following to ensure an experience of the highest quality:

• We partner for the long-term to establish life-long relationships

• We limit the number of clients with whom we partner

• We are independent and intend to stay independent

• We provide advice and investments that are tailored to your needs

• We have no pressure/incentive to offer or cross-sell any products or proprietary investments

• We work with you and adapt as needs and goals change over time

• We are willing to go ‘beyond the normal call of duty’ assisting you with your financial needs

• Transparency is paramount with all portfolios, investments, transactions, and fees

• We are personally invested in the same portfolios as our clients

• We adhere strictly to the CFA Institute Code of Ethics and Standards of Professional Conduct