“We do not act rightly because we have virtue or excellence, but rather because we have acted rightly. ”

-- Aristotle

Our Code of Ethics


Clients . . .

  • We will serve out clients with integrity, competence and objectivity, using a professional approach at all times, and placing the best interests of the client above all others.
  • We will establish realistic expectations around the benefits and results of our services.
  • We will treat all client information that is not public knowledge as confidential, protect it from access by unauthorized people, and will not take advantage of proprietary or privileged information, either for use by them, their firm or another client, without the client’s permission.
  • We will avoid conflicts of interest, or the appearance of such, and will disclose to a client any circumstances or interests that might influence their judgment and objectivity.

Engagements . . .

  • We will accept only engagements for which we are qualified by our experience and competence.
  • We will assign staff to client engagements in accord with their experience, knowledge, and expertise.
  • We will ensure that before accepting any engagement, a mutual understanding of the objectives, scope, work plan, and fee arrangements has been established.
  • We will immediately acknowledge any influences on our objectivity to our clients and will offer to withdraw from a consulting engagement when our objectivity or integrity may be impaired.

Fees . . .

  • We will agree in advance with a client on the basis for fees and expenses, and will charge fees and expenses that are reasonable, legitimate and commensurate with the services delivered and the responsibility accepted.
  • We will disclose to our clients in advance any fees or commissions that we will receive for equipment, supplies, or services we recommend to our clients.

Profession . . .

  • We will respect the intellectual property rights of our clients, other consulting firms, and sole practitioners and will not use proprietary information or methodologies without permission.
  • We will represent the profession with integrity and professionalism in our relations with our clients, colleagues and the general public.