Code of Ethics and Professional Conduct

One of the driving principles behind the creation and ongoing operation of Precedent Asset Management is to provide the highest possible standard of care in our professional work and service to clients — to set a new Precedent. As part of this commitment, we accept and acknowledge a fiduciary standard of care in every client interaction, and have adopted and comply with the following codes of ethics and professional conduct.

CFP Board Standards of Professional Conduct
http://www.letsmakeaplan.org/cfp-pros-their-expertise/WhyCFPCertificationMatters

CFA Institute Asset Manager Code of Professional Conduct
http://www.cfainstitute.org/ethics/

Precedent Asset Management claims compliance with the CFA Institute Asset Manager Code of Professional Conduct.
This claim has not been verified by CFA institute.

National Association of Personal Financial Advisors Code of Ethics
https://www.napfa.org/mission-and-fiduciary-oath