Our Promises

  • We will serve our clients with integrity, competence, independence, objectivity, and professionalism
  • We will agree in advance on our fees and expenses. We will charge fees that are reasonable and commensurate with the services delivered and the responsibility accepted.
  • We will mutually establish realistic expectations of the benefits and results of our services.
  • We will not accept commissions, remuneration, or other benefits from a third party in connection with our recommendations.
  • We will treat appropriately all confidential client information and materials. We will not take advantage of proprietary or privileged information.