WE BELIEVE THAT LIVING BY A STRONG CODE OF ETHICS AND HAVING A DEFINED SET OF VALUES MAKES LIFE BETTER.

Our Ten Core Values define who we are and what we stand for, as well as drive our business conduct. Having a strong code of ethics is even more important in the financial services industry because we’re given a great responsibility: we handle people’s life savings. That’s why we go out of our way to be open about everything.

  • 1The right thing to do is always the right thing to do
  • 2Our client benefits before we do
  • 3Take only as much risk as is necessary to accomplish your financial goals
  • 4If a client calls us, we lost
  • 5Practice makes perfect
  • 6Never sacrifice honesty for growth
  • 7Having more fun than a human being should be allowed to have
  • 8Everyone deserves love
  • 9Make a client every day: our noble obligation
  • 10We always part friends
THE PATH TO YOUR FINANCIAL
PEACE OF MIND

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.

NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.