ScholarFi Inc. provides select clients with truly objective investment and financial advisory services for reasonable fees.
Our services are geared to:
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