We operate under the Code of Ethics and the Standards of Professional Conduct of the CFA Institute.*

Under this code, we pledge that we will:

Act with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, employers, employees, and fellow members.

Practice and encourage others to practice in a professional and ethical manner that will reflect credit on members and our profession.

Strive to maintain and improve our competence and the competence of others in the profession.

Use reasonable care and exercise independent professional judgment.

Place the integrity of the investment profession and the interests of clients above our own personal interests.

* Formerly known as the Association for Investment Management and Research (AIMR)