Committed a Higher Standard
The Elder and Punko Wealth Advisors Group is committed to upholding the highest standards for ethical and professional practice in the investment industry.
As a Charted Financial Analyst - Nick is bound by the CFA Institute's Code of Ethics and Standards of Professional Conduct, and supports the CFA Statement of Investor Rights.
As a Chartered Investment Manager - Craig is bound by a fiduciary duty to clients and a higher professional standard.
In both cases, client's priorities come before all else.
CFA Statement of Investor Rights
Why Hire a CFA Charterholder to Manage Your Wealth?