A message from our CEO, Steve Wallman, on Goldman Sachs’ planned acquisition of Folio Financial Learn More
A strong and comprehensive set of shared values guides First Affirmative and the investment professionals we support in all that we do.
We recognize and actively embrace the direct relationship between individual and institutional financial decision making and the greater good.
We nurture and maintain a culture of respect in all we do, proactively promoting ethical behavior among our professional peers and within our wider communities.
We acknowledge our fiduciary responsibility to care for the assets entrusted to us, and we place our clients' interests above our own. We are committed to the clear disclosure of relevant information, including investment fees, advisor compensation, investment risks potential conflicts of interest, and other material matters, to our clients in a wholly transparent and timely manner.
We strive to continually enhance our professional knowledge and skills. We share information and ideas; seek, accept, and offer honest criticism; acknowledge and correct errors; properly credit the contributions of others; and readily refer clients to other appropriate professionals when needed.
We do not disclose or share confidential information with others, except as authorized or when otherwise legally obligated to do so. We do not use confidential information for personal advantage.
A strong and comprehensive set of shared values guides First Affirmative and the investment professionals we support in all that we do.
We recognize and actively embrace the direct relationship between individual and institutional financial decision making and the greater good.
We nurture and maintain a culture of respect in all we do, proactively promoting ethical behavior among our professional peers and within our wider communities.
We acknowledge our fiduciary responsibility to care for the assets entrusted to us, and we place our clients' interests above our own. We are committed to the clear disclosure of relevant information, including investment fees, advisor compensation, investment risks potential conflicts of interest, and other material matters, to our clients in a wholly transparent and timely manner.
We strive to continually enhance our professional knowledge and skills. We share information and ideas; seek, accept, and offer honest criticism; acknowledge and correct errors; properly credit the contributions of others; and readily refer clients to other appropriate professionals when needed.
We do not disclose or share confidential information with others, except as authorized or when otherwise legally obligated to do so. We do not use confidential information for personal advantage.
