Delegation of Care is based on trust, whose highest order is faith. Engaging professional advice of any kind requires vulnerability, which creates a series of ethical obligations on behalf of those who provide advice.

At Integrated Wealth Management, we believe that Clients have certain Inalienable Rights:

1) Respect from all the professionals involved in serving clients.

2) Empathy and Understanding of what clients’ capital represents: the fruits of our labor, personal independence &financial security, our legacy, a tool to assist in the accomplishment of our sacred Life Goals.

3) Honesty and Integrity

1. • Do what you say you will do
   

2. • People who admit when they are wrong or don’t know
   

3. • People who speak the truth even if it hurts to say it or hear it
   

4) Objectivity

5) Transparency of:

1. • The risks and rewards of investments
   

2. • All costs associated with managing our money
   

3. • The real return achieved, after fees
   

6) Clarity of:

1. • Process
   

2. • Language
   

3. • Statements
   

7) Competence

The people entrusted with the management of our capital must be educated, trained, and experienced.

8) Flexibility within Structured Process

1. • Innovation
   

2. • Forward Thinking
   

3. • Openness to Ideas of Others
   

9) Prudence

1. • Proper diversification
   

2. • Automated risk management controls in place for every investment
   

3. • Human discretion that defaults on the side of caution
   

10) Accessibility

1. • Informed and Experienced Advice Providers
   

2. • Account Information
   

3. • Educational Resources