ALTUS Wealth Solutions
Code of Ethics
Principle 1 – Integrity
Provide professional services with integrity.
Integrity demands honesty and candor which must not be subordinated to personal gain and advantage. All ALTUS Wealth Coaches are placed in positions of trust by clients, and the ultimate source of that trust is your advisor's personal integrity. All employees demonstrate an understanding of the implied trust our clients put in every member of our firm.
Principle 2 – Objectivity
Provide professional services objectively.
Objectivity requires intellectual honesty and impartiality. Your ALTUS Wealth Coach should protect the integrity of their work, maintain objectivity and avoid subordination of their judgment.
Principle 3 – Competence
Embrace a continuing commitment to learning and professional improvement.
At ALTUS, ongoing educational requirements ensure that all members of our staff maintain the knowledge and skill necessary to be leaders and teachers within their position and our profession. Competence also includes the wisdom to recognize the limitations of knowledge and when consultation with other professionals is appropriate or necessary.
Principle 4 – Fairness / Disclosure / Fiduciary Standard
Be fair and reasonable in all relationships - Disclose all conflicts of interest.
Fairness is treating others in the same fashion that you would want to be treated. Fairness requires impartiality, intellectual honesty and disclosure of material conflicts of interest. It involves a subordination of one's own feelings, prejudices and desires. At ALTUS, we hold ourselves to the highest fiduciary standard - making the utmost effort to do that which is in the best interests of the client.
Principle 5 – Confidentiality
Protect the confidentiality of all client information.
Confidentiality means ensuring that information is accessible to those authorized to have access and no others without the express permission of the client.
Principle 6 – Professionalism
Behave with dignity and courtesy to all.
Professionalism requires behaving with dignity and courtesy to clients, fellow professionals, and others in business related activities.
Principle 7 – Diligence
Provide professional services diligently.
Diligence is the provision of services in a reasonably prompt and thorough manner, including the proper planning for, and supervision of, the rendering of professional services.
Click on the link for a hard copy of the ALTUS Wealth Solutions Code of Ethics.