About Us
Our Mission | Guerdon Ely | Anna Nelson
Our Mission
Our mission is to act exclusively for the benefit of our clients and to invest and manage their assets as a prudent investor would:
- For individual clients, our mission requires us to consider the objectives and circumstances of the client.
- For trust clients, our mission requires us to consider the purposes, terms, distribution requirements and other circumstances of the trust.
- For foundations and endowments, our mission requires us to consider the intent of a donor expressed in a gift instrument, if applicable, as well as the charitable purposes of the institution and the purposes of the institutional fund.
- For pensions, our mission requires us to follow plan documents, unless they are inconsistent with ERISA, and to consider the facts and circumstances of each investment as it pertains to a pension’s portfolio.
Our Duties
As fiduciaries, our duties are:
- To put our clients' interests first
- To act with utmost faith
- To provide full and fair disclosure of all material facts, not to mislead
- To expose all conflicts of interest
Our Commitments
Our commitments to our clients are:
- To continually develop our management and investment skills
- To cautiously balance investment risk and return
- To carefully and diligently design and monitor portfolios