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Guiding Principles"Many forms of conduct permissible in a workaday world for those acting at arm's length are forbidden to those bound by fiduciary ties. A trustee is held to something stricter than the morals of the marketplace. Not honesty alone, but the punctilio of an honor the most sensitive, is then the standard of behavior." At Artisan Investor Services we hold ourselves to the highest standards of professional conduct. Every client is afforded the same high level of care and respect. As our client you will receive the following. Independence & Loyalty ~ We are the most authentic open architecture investment office that exists. We have no ties to any trustee, asset management company or other provider of services to your organization. We are thoroughly independent and do not tolerate conflicts of interest. Our loyalty is to our client. Integrity ~ We are steadfast in our adherence to the highest codes of professional ethics. In order to serve as your investment office, and as a trusted member of your management team, we hold ourselves to the most rigorous standards of ethical conduct. Customized Work & Personal Attention ~ We stand in stark contrast to the "consulting factories" that are too large to give customized advice. Likewise, we are noticeably different from bank trust departments that peddle "clone portfolios" with minimal service. Every one of our clients' portfolios is custom crafted. We make it our business to understand your business. Excellence of Workmanship ~ As artisans and master craftsmen, we do not compromise the quality of our work. You will find our analysis of your portfolio to be insightful, and all of our work for you to be thorough and precise. Confidentiality ~ We like to say that we combine the precision of a Swiss watchmaker with the privacy of a Swiss banker. Your sensitive information is handled with the utmost care and security. Our confidentiality and privacy policies are among the most comprehensive found anywhere. |
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