Business Principles

TCM adheres to the following business principles, adapted from the Code of Ethics and the Standards of Professional Conduct of the CFA Institute.

The officers and employees of Talbot Capital Management will:

Conduct business with integrity and dignity and act in an ethical manner.
Continue to seek knowledge through study, seminars and continuing education in order to better advise each client.
Exercise independent, professional judgment and work with undivided loyalty on behalf of clients.
Be diligent and thorough in all services offered.
Tailor each portfolio to meet the specific needs of each client.
Place the client’s interests first at all times over personal or firm transactions.
Disclose any conflicts of interest which could reasonably be expected to affect objectivity.
Maintain confidentiality at all times.