Code of Ethics

Competence
We will always represent our skills and abilities accurately.
We will maintain our capacity to provide wise counsel for those areas we represent having expertise through education, and experience.

Conflict of Interest
We advise our clients of conflicts of interest that exist and will always present the options we genuinely believe are in the best interest of the client.
We shall not knowingly make recommendations or provide advice that serves the member and not the recipient.

Confidentiality
We treat all client information as confidential unless we know it's not.
We have documented measures for maintaining the confidentiality of our clients' data as well as our own.
We will not take advantage of proprietary or privileged information, either for use by ourselves, our client's firm, or another client, without the client's permission.

Commitment to Clients
We compete by consistently acting in our client's best interest and employing the highest levels of honesty, competence, transparency, and professionalism.
We expect our vendors and other IT Service Providers to operate within the same Code of Ethics we hold ourselves to and will not tolerate unethical behavior.