Our clients value Alegria Capital Management not only because we deliver great investment products, but because we hold ourselves to a higher standard in how we work with investors and operate in the industry.  The trust that our clients place in us must be earned continually, each day and through every activity we engage in.  We agree to abide by the following Code of Ethics.

We will always…

  • Act with integrity, competence, diligence, respect and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the investment industry.

  • Place the integrity of the investment profession and the interests of clients above our own personal interests.

  • Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.

  • Practice and encourage others to practice in a professional and ethical manner that will reflect credit on ourselves and our profession.

  • Continually maintain and improve our professional competence.