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Our Code Of Ethics

Owners, board members and employees of Allen Trust Company shall:

 

Act with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, and other members of the firm and the broader investing community.

 

Practice and encourage others to practice in a professional and ethical manner that will reflect credit on the firm and its profession.

 

Strive to maintain and improve their competence and the competence of others at the firm and in the profession.

 

Use reasonable care and exercise independent professional judgment.

 
"Everyone here has a high level of technical skill, market knowledge, and discipline, enhanced by human understanding, good judgement, patience, and integrity." Stuart Allen

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