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.Trust
  • 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.

About Us


The 4-Way Test

The 4-Way Test is a statement of business ethics created in 1932 by Herbert J. Taylor. This brief but powerful test is a straightforward way to test thoughts and actions against a universal set of values.

"Of the things we think, say or do:

  1. Is it the truth?
  2. Is it fair to all concerned?
  3.  Will it build goodwill and better friendships?
  4. Will it be beneficial to all concerned?"