The word “values” has long been a catch-all sales term leveraged by a variety of financial services institutions. But what does the term really mean and how can advisors do a better job of demonstrating their values?
One way is through the Chartered Financial Analyst designation which is awarded by the CFA Institute – A leading voice on global issues of fairness, market efficiency, and investor protection.
As part of the CFA Institute’s effort to promote the core values associated with the CFA designation, they recently profiled John DeMoss in the Wall Street Journal and Barron’s magazine. The global not-for-profit organization chose John DeMoss to highlight their mission to enhance transparency by educating clients and delivering a high standard of integrity.
“At DeMoss, we recognize the importance of the CFA Institute’s mission to develop and promote the highest educational, ethical, and professional standards in the investment industry,” said Travis Flenniken, Vice President of Investments. Flenniken holds a Chartered Financial Analyst designation and is a member of the CFA Institute.
As the advertorial explains, transparency matters:
“When you’re a financial advisor with the Chartered Financial Analyst® designation, managing personal wealth means making certain that decisions are fully transparent and understood by everyone concerned. It is part of the code of conduct subscribed to by every CFA charterholder.”
“Like the CFA Institute, DeMoss Capital is committed to promoting transparency and high ethical standards,” said John DeMoss, President and CEO of DeMoss Capital. “Because our portfolio managers hold the CFA designation, we are accountable to a strict code of ethics and have demonstrated a comprehensive approach to investing.“
We hope you will learn more about DeMoss Capital by looking around our website, contacting us with your questions and concerns, joining us on Facebook and downloading our ebook.
Learn more about DeMoss Capital and our values. Download our ebook here.
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