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 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.

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