
In order to maintain the highest level of professionalism and ensure that the performance statistics that we provide are accurate, fair and comparable to large institutional money management firms, we have decided to invest the thousands of dollars required to become and maintain GIPS® compliance.
As you compare our firm to others, we encourage you to determine
if other money managers or financial planners/advisers are GIPS® compliant
and if they are verified by an independent third party. GIPS is
the globally recognized standard for investment professionals to
present their past performance to prospective clients, and compliance
with these standards is considered "best practice." GIPS
is a set of ethical principles that promote full disclosure. We
made the investment, not only to become compliant, but also to
be verified by an independent third party. |
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