Our Business Approach

We have adopted an approach to business based on the highest standards of professionalism, ethics, and integrity. We will not jeopardize the trust of our clients through misconduct or the appearance of any questionable or inappropriate action. We describe and represent our services and fees fully and accurately in a clearly written agreement provided to our clients. We accept assignments only if we can exercise full objectivity, independence, and integrity. We provide reports and analyses without distortion or omission of any relevant data. We provide all services in a timely, cost-effective manner. We disclose client information only to those persons within the client’s family or organization whose authority and “need to know” is clearly established. We follow any traditional confidentiality procedures appropriate to or required by a client.