PRINCIPLE #1

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WE WILL HELP OUR CLIENTS IN THEIR INVESTMENT AND FINANCIAL NEEDS TO THE BEST OF OUR ABILITIES.

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WE WILL NOT ENGAGE IN ANY CONSULTANCY WHICH REQUIRES US TO COMMIT TO UNREALISTIC STRATEGIES, GOALS OR EXPECTATIONS.

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PRINCIPLE #2

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WE BELIEVE IN ALIGNING OUR INTERESTS EXCLUSIVELY WITH THE INTERESTS OF OUR CLIENTS.

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WE WILL BE COMPENSATED ONLY BY OUR CLIENTS AND WILL RECEIVE NO ADDITIONAL EMOLUMENT FROM BANKS, BROKERS, FUNDS OR OTHER INVESTMENT PROVIDERS.

PRINCIPLE #3

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WE WILL ALWAYS ACT AND COMMUNICATE IN A TRANSPARENT AND CLEAR MANNER.

PRINCIPLE #4

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WE FOLLOW THE SAME PRINCIPLES IN INVESTING FOR OUR CLIENTS AS WE DO FOR OURSELVES.

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IF WE WOULDN'T HOLD AN INVESTMENT IN OUR OWN ACCOUNT, WE WILL NOT RECOMMEND IT.

PRINCIPLE #5

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INVESTING IS NOT ABOUT GROWING A BUSINESS; IT IS ABOUT DOING THE RIGHT THING FOR THE RIGHT REASONS.

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WE WILL ADHERE TO OUR DISCIPLINED INVESTMENT PROCESS UNTIL SOMETHING BETTER COMES ALONG, AND WILL NOT HEED TEMPORARY MARKET FADS.