17 Apple Orchard Road, Moorestown, N.J. 08057
A Code of Ethics spells out how one person or company will act towards another. In the Financial Industry, Financial Advisors and Planners are held to a Fiduciary standard which means to put the client’s interest first! At TruVine Financial, we hold ourselves to strict standards of ethical behavior. This Code of Ethics provides the standards that guide our conduct, as we serve our clients.
Our role is to fully understand our client’s dreams, financial risk tolerance, capabilities and obligations in order to convert these into achievable goals, while maintaining confidentiality.
Objectivity requires honesty and impartiality. While conducting our work, we will maintain our integrity, professionalism and will avoid any outside influences that might bias the facts.
We treat our client’s information as if it were our own, avoiding any disclosure unless authorized or legally required. We will not take advantage of any non- public personal information for our own benefit. We will avoid or disclose in writing any conflicts of interest, and disclose any and all material facts about TruVine Financial, LLC.
While this code of ethics spells out ethical behavior and moral character, it is important to call attention to a common term that is synonymous with ethical behavior. That is the Golden Rule. We will act in a manner that reflects… “Do unto others as you would have them do unto you.” We will not take unfair advantage of clients through manipulation or dishonest dealings, abuse of privileged or confidential information, misrepresentation of material facts or any other unfair practices.
We will work to earn the client’s trust and respect. We will never demand it or treat the client in a demeaning way as to make them feel less important. We will work with diligence, providing prompt and thorough service.
We will act and communicate truthfully in proper service to our clients in an effort to help them fulfill their goals and dreams.
We will act in a way that honors our faith in God, who provides for all of our daily needs.
Clients place their trust in the services and information we provide and therefore they demand personal honesty and integrity. We will work in a way that provides no tolerance for deceitful behavior.
We will attain and maintain a level of knowledge that the client expects and apply that knowledge and skill to the services provided. When specific knowledge is lacking, we will have the wisdom to seek that knowledge or the wisdom to refer a client to someone who is better able to assist the client.
We end this code of ethics in a similar manner in which we started…The client comes first and therefore our efforts are to serve them and to meet their needs. Our recommendations to our clients must be appropriate and specific to them and their circumstance or personal situation.