ABOUT US

Mission

To empower and educate investors through objective information and resources by adding transparency to the financial services industry.

Vision

Our Board of Directors and organization are dedicated to a dual mandate of empowering the investing public and evaluating, reviewing, educating and promoting financial advisory practices. We will succeed by providing an objective differentiation between financial advisory practices and by establishing an industry standard.

Principles

Professionalism - Accountability - Integrity - Awareness - Community - Empowerment