110 Whitney Avenue, 3rd Floor, New Haven, CT 06510 Phone: 203.562.6624 Fax: 203.562.6652
Clients entrust investment advisory firms with sensitive financial information and the future of their financial well being. Ladd Capital Management, LLC takes that role very seriously. We are a member of the Association for Investment Management and Research (AIMR), and fully subscribe to their Code of Ethics and Standards of Professional Conduct. The Code states that we shall:
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Act with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, employers, employees, and fellow AIMR members.
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Practice and encourage others to practice in an ethical manner that will reflect credit on AIMR members and their profession.
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Strive to maintain and improve their competence and the competence of others in the profession.
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Use reasonable care and exercise independent professional judgement.
We believe ethics is good business.