Ethics

Our Ethics: Aligned Interests, Independence, Transparency

Our CommonWealth team of professionals maintain the highest ethical standards as we manage your money. We practice our independence through our fee-based platform which ensures we always work in your best interest.
woman standing next to white board presenting a concept
The fund managers we select for you have proven they deserve a place in your portfolio. No other incentives or pressures influence our investment recommendations. We perform comprehensive due diligence on our fund managers.

We avoid practices that are not in your best interest, such as restricting your investment product choices or locking in your money with redemption fees.

Our fee-based approach to financial consultation aligns our interests with yours.

Our Clients Come First!

sunflower on black background

Financial Advice You Can Trust

Our pension-style investing is: 

  • Professional
  • Independent
  • Transparent
  • For more information, check out: