Westfuller Advisors has adopted a Code of Ethics for all supervised persons of the firm describing its high standard of business conduct, and fiduciary responsibility to its Clients.
Code of Ethics
The Code of Ethics, among
other things, includes the following provisions:
Confidentiality
of client
information
Prohibition
on insider
trading
Prohibition
against
disseminating
rumors or other
false
information
Restrictions on
the acceptance of
significant gifts
Personal
securities trading
procedures
All supervised persons at WFA must acknowledge the terms of the Code of Ethics annually, or as amended.
Corporate Social Responsibility
We are committed to social and civic uplift through our ongoing donation of time, strategic advice, and philanthropic dollars, to create the world WFA wants to see and live in. Select philanthropic parters are listed below.
