PSG strives to honor the highest ethical standards by:


  • Honoring the Needs of the Client
We will always put the needs of the client first. We will provide unbiased analyses and recommendations. If the prospective client would be better served by not using our services, we will advise accordingly.

  • Maintaining Impartiality
We will not give preference to one potential investment advisor over another, except on the merits of the proposals and presentations, and the appropriate fit for the client-advisor relationship. We have no allegiance to nor any compensation arrangements with any investment advisor or investment manager.

  • Honoring Confidentiality
We will not disclose proprietary client or vendor information, except with their express approval.