Select Portfolio Management, Inc.

At SPM, adherence to our core principles is a non-negotiable, value added benefit to you in delivering a superior level of service!

Principle 1: Integrity - to offer and provide professional services with integrity.

Principle 2: Objectivity - to be objective in providing professional services to clients.

Principle 3: Competence - to provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the designee is engaged.

Principle 4: Fairness - to perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.

Principle 5: Confidentiality - to not disclose any confidential client information without the specific consent of the client unless in response to proper legal process.

Principle 6: Professionalism - to conduct in all matters shall reflect credit upon the profession.

Principle 7: Diligence - to act diligently in providing professional services. Diligence is the provision of services in a reasonably prompt and thorough manner. Diligence also includes proper planning for and supervision of the rendering of professional services.