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Company Values |
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| 1. | To exercise complete honesty, integrity, and objectivity in dealing with all client matters, always placing the interests of clients before those of Caves & Associates and any outside parties.To respect the confidentiality of all client information. |
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| 2. | To fully disclose fees and any other forms of compensation. |
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| 3. | To constantly scrutinize expenses of operation in order to minimize C&A’s fees as well as costs of outside providers of products and services to our clients. |
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| 4. | To utilize the most up-to-date approaches and service providers based on the latest financial planning and money management techniques and research. |
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| 5. | To have humane, honest, and ethical dealings with all company employees and outside parties doing business with Caves & Associates. | |
| 6. | To retain a balance between professional and personal life and to participate in the surrounding community to enhance financial awareness and ethical business practice. | |