Mission Statement
We provide fee-based *wealth management services built upon the foundations of professional excellence and personal integrity in order to help our clients achieve financial success and enjoy the freedom of being able to transfer the management of their wealth from their shoulders to ours.
Kirtland Financial Management Core Values
As investment advisers, we have a fiduciary duty to perform advisory services on our clients' behalf in a manner that requires us to subordinate our own feelings, prejudices and desires so as to achieve a proper balance of conflicting interests. Treating others in the same fashion that we would want to be treated is an essential trait of putting our clients' interests first. The cornerstone of our Code of Ethics is based on this fiduciary premise. Our employees and officers are expected to apply and uphold the following core values, which are the foundation of our unique purpose and perspective:
- Integrity
- Competence
- Objectivity
- Confidentialilty
- Fairness
- Diligence
- Professionalism
*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in our firm’s Disclosure Brochure as well as the client agreement.
