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 more accessible than offices right down your street. You will like our personal attention. For instance, you will always speak to a real person, we do not allow voice mail. We return all phone calls within minutes and e-mails are always returned promptly.

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 1% of our gross annual revenue to children's charities and medical charities accross the globe.

Our 2004 Charitable donations included

• American Heart Association
• CARE
• American Red Cross
• International Medical Corps
• Ronald McDonald House
• UNICEF
• United Way of America
• University of Virginia Children's Hospital

If you are interested in becoming a client fill out our request for information form here