In an environment of anxiety, trustworthy investment management is more important than ever.
That’s why we live by fiduciary values to:
To give you assurance that our interests are aligned with yours as well as our adherence to the best practices of the financial services industry, we’re independently certified as adhering to international standards in fiduciary investment stewardship practices by The Centre for Fiduciary Excellence, LLC (CEFEX).
For our excellence in providing fiduciary services, we have also been awarded a 5 star rating by the Investment Fiduciary Leadership Council (IFLC).
For more information on our fiduciary commitment, see Your fiduciary protection.