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As a fiduciary, our firm and its associates have a duty of utmost good faith to act solely in the best interests of each client. Our clients entrust us with their funds and personal information, which in turn places a high standard on our conduct and integrity. Our fiduciary duty is a core aspect of our Code of Ethics and represents the expected basis of all of our dealings. The firm accepts the obligation not only to comply with the mandates and requirements of all applicable laws and regulations but also to take responsibility to act in an ethical and professionally responsible manner in all professional services and activities.


Pursuit Planning and Investments, LLC, abides by the following principles:

  • Integrity

  • Objectivity

  • Competence

  • Fairness

  • Confidentiality

  • Professionalism

  • Diligence

We require all Pursuit Planning and Investments, LLC, access persons to attest to their understanding of and adherence to our Code of Ethics at least annually. Our firm will provide of copy of its Code of Ethics to any partner or prospective client upon request.

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