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:
Act with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, employers, employees, and fellow AIMR members.
Practice and encourage others to practice in an ethical manner that will reflect credit on AIMR members and their profession.
Strive to maintain and improve their competence and the competence of others in the profession.
Use reasonable care and exercise independent professional judgement.
We believe ethics is good business.