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Our Commitment

The Firm’s commitment is to service the financial needs of its clients efficiently and effectively. The Firm charges fees for its investment advisory services. These fees are assessed according to the schedule in its Non-Discretionary Investment Advisory Agreement, which must be executed at the start of the association, when the joint work begins. The Firm’s overriding interest is to remain at the long-term service of its clients and for their benefit, in an ethical and professional manner.

The Firm does not underwrite securities, offer proprietary products or face potential conflicts of interest when discussing and presenting financial instruments or elaborating investment strategies with its clients. The Firm does not receive any compensation from investment product promoters, fund managers, fund distributors, or domestic custodians of clients’ assets. The Firm’s revenues are strictly derived from its investment advisory fees.

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