Code of Ethics
Irongate Financial Services, Inc. - Code of Ethics
Integrity
We will act in the best interests of our clients and keep the clients' interest as the sole reason for all recommendations. We will maintain honesty and candor in client relationships and will not subordinate those vaules for personal gain or advantage.
Competence
We promise to have a commitment to life-long learning and professional development within the field of financial planning while also recognizing the limitations of that knowledge when consultation or a client referral is needed.
Objectivity
We always act from intellectual honesty and impartiality, avoiding bias and subordination of judgment.
Confidentiality
We promise to maintain confidentiality of all client information to the fullest extent permitted by law.
Professionalism
We promise that we will behave with dignity, courtesy, and respect toward all those who use our services and other fellow professionals.
Fairness
We will always maintain impartiality, intellectual honesty, and will disclose all conflicts of interest. We also understand that fairness means treating others as we would want to be treated.
Diligence
We will comply fully with all statutory and regulatory requirements issued by federal and state regulatory bodies. We will comply with all requirements of our affiliated Broker/Dealer, Geneos Wealth Management, Inc., and provide all our professional services in a reasonably prompt and thorough manner.
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