Mark D. Lencke

Our official policy regarding conflicts of interest consists of the following areas and our policies regarding them:

• We do not have any arrangements, oral or in writing, where we are paid cash, soft-dollars or other economic benefit from any third-party when providing advice to our clients.
• We do not compensate any person for client referrals.
• We do not accept cash, trips, lunches or other inducements from any financial services firm including mutual fund companies, insurance companies, investment managers, software or other industry vendors.
• We do not receive commissions for the advice given.
• We do not offer proprietary products.
• We do not act as principal in any investment transactions with clients.

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