CFA Asset Manager Code

By Kenneth Klabunde on August 27, 2021

Precedent Financial Strategies is proud to announce its continued compliance with the CFA Institute Asset Manager Code. Aligned with Precedent’s values, the Asset Manager Code clearly outlines the ethical and professional responsibilities of firms that manage assets on behalf of clients. For investors, the code provides a benchmark of ethical conduct they should expect from asset managers and offers a higher level of confidence in firms that adopt the code.

Adopting the Asset Manager Code is a demonstration of our commitment to our clients and to protecting their interests. We are proud to be a part of the distinguished list of firms worldwide that are committed to putting investor needs and interests above all else.

If you would like to know more about the CFA Institute Asset Manager Code, please click here.

By Kenneth Klabunde on May 29, 2020

Your ability to build wealth is not nearly as dependent on the returns of your investment portfolio as it is on your behavior as an investor. And one of the key behaviors we need to exhibit as investors is a commitment to consistent monthly contributions to our investment portfolios.

different perspectives

By Kenneth Klabunde on May 8, 2020

There are many ways that our experiences with money impact how we see the world of our finances. And importantly, how we feel about our finances — particularly when confronted with a viewpoint that we simply cannot understand.

By Kenneth Klabunde on December 6, 2019

Sometimes little kids ask better questions than we do. So ask “why”, then ask it again, and again, and again. At the end of the question, I think you’ll find the life you want to build and the resources you need to build it.

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