Code of Ethics

Code of Ethics

1. We will at all times put our client's interest above our own.

2. We will maintain proficiency in our work through continuing education.
 
3. When fee-based services are involved, we will charge a fair and reasonable fee based on the amount of time and skill required.
 
4. We will abide by both the spirit and the letter of the laws and regulations applicable to financial planning services.
 
5. We will give our client the same service we would give to ourselves in the same circumstances. 
 
 
Plattner Asset Management
Meetings are conducted by appointment only