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 April 17, 2020

The savings that result from optimizing your income, tax, and wealth accumulation strategies serves to increase the margin of safety in your financial plan — creating a higher degree of confidence in a world where higher confidence is sometimes hard to come by.

By Kenneth Klabunde on October 21, 2013

There are two ways to add fixed income to a portfolio: direct purchases of individual bonds, or the purchase of bond funds. We have a solid preference for owning individual bonds.

By Kenneth Klabunde on September 11, 2020

Since 2015, we’ve bought it, sold it, transferred it, reported it on tax forms, and explored what this monetary technology is and how it works.

Ready to get started?

Book a call with our team.