“For us, it is a must that our team acts at all times with integrity, in a manner that upholds the best interests of our clients and in accordance with regulatory requirements and internal policies.”
Epicurus has the privilege of managing assets therefore its personnel and other designated persons are fiduciaries and owe clients the utmost duty of care and loyalty. We expect that all our personnel, independent contractors and any other person that interacts with the firm demonstrate the highest standards of conduct.
Our compliance department always makes sure that any member of the firm behaves according to the standards (based on the CFA Code of Ethics and Standards of Professional Conduct) outlined in our Registered Investment Advisor Compliance Manual:
- Professionalism and integrity of the capital markets
- Duties to clients and employers
- Investment analysis and recommendations
- Conflicts of interest and other responsibilities
