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Ethics and Standards

The principal of Group W Investment Management, Frederick Maxted is a CFA charter holder and is bound by the Code of Ethics and Standards of Professional Conduct of the CFA Institute.

The Code of Ethics maintains that one must:

  • Place the integrity of the profession and the interests of clients above your own interests
  • Act with integrity, competence, and respect
  • Maintain and develop your professional competence

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  •   15 S. Tracy Avenue, No. 4, Bozeman, MT 59715
  •   (406) 994-9321
  •   info@groupwinvestment.com

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