Code of Ethics underlies our pursuit
of every client's trust
We commit to operate with integrity, competence, and objectivity in all aspects of our business. We will:
- Market and sell services in a genuine, honest, non-deceptive manner.
- Accept only engagements we are qualified to perform.
- Accept engagements only from one client at a time within a set of direct competitors and otherwise prevent conflicts of interest in the way we serve clients.
- Keep client information and records of client engagements confidential.
- Use client information only with the client’s permission.
- Avoid the unauthorized use of confidential or proprietary information, from any source.

- Specify the basis for fees and expenses in advance of every engagement.
- Track and report fees and expenses accurately.
- Refuse to accept any fees or commissions from third parties for equipment, supplies, or services recommended to clients.
- Provide impartial, objective advice to our clients.
- Develop and implement solutions that we believe are realistic, practical, and beneficial for the client.
- Inform our clients of biases and influences we realize could affect our objectivity.