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 March 26, 2020

It’s important to remember that the markets do not necessarily describe the current economy; and the economic numbers don’t describe the daily struggle that some are feeling right now.

By Kenneth Klabunde on April 3, 2020

The succinct summary of our planning conversations, covering your current situation, the next actions to take, and the things that will lead us to reassess — giving you a custom roadmap to the things you can be doing right now to respond to the changes happening around us, and in your life directly.

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.

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