Our Core Principles
To firmly engrain these values in our business culture, we have adopted these core principles.
- Integrity - Annex team members provide professional services with integrity.
Our clients place considerable trust and confidence in us. It is our responsibility to earn and protect this trust by conducting ourselves with personal integrity. In working to put the client’s interests first, our team members rely on their integrity as the appropriate guidepost, which demands honesty and candor.
- Objectivity - Annex team members remain objective in providing professional services to clients.
Our clients look to us for objective advice and guidance. Objectivity is an essential quality for our professional relationship and it requires that we conduct ourselves with honesty and impartiality. Our team members value our firm’s independence, which supports their ability to deliver unbiased advice to our clients.
- Competence - Annex team members are dedicated to maintaining their professional competence.
Our clients expect us to be competent in our profession and maintain the necessary expertise to continue to meet their financial planning and investment needs. Our team members are committed to professional improvement. Further, Annex fosters an environment of team support, so our clients benefit from our collective financial planning and investing knowledge and experience.