Our Guiding Principles Objective Advice The Partners and Associates of Investors Financial Group would like to thank you for your continued trust and confidence in our firm. We remain committed to the value and quality of our work and will continue to strive to provide you with the very best investment and wealth management services. Transparency We believe that our clients have a right to know exactly what is in their portfolios, the purpose and costs associated with each holding and the services that they are paying for. We are committed to providing timely, meaningful and reliable reporting so that clients can measure progress towards the achievement of their financial goals. Accountability As a primary advocate for our clients we acknowledge the importance of our responsibilities and duties. We are diligent in our efforts and we are accountable to those we have the privilege of serving.