ScholarFi Inc. provides select clients with truly objective investment and financial advisory services for reasonable fees.
Our services are geared to individuals, families, and trustees of private trusts.
Our Code of Ethics
ScholarFi Inc. and its employees shall always:
· Act as a fiduciary at all times - i.e., in the best interests of each and every client, always
· Act with integrity and dignity when dealing with clients, prospects, team members, and others
· Strive to maintain and continually enhance our high degree of professional education regarding Modern Portfolio Theory, strategic asset allocation, and financial, tax, estate, and risk management planning
· Seek at all times to preserve our firm’s independence and to maintain our complete objectivity with respect to our advisory services and each recommendation made to our clients