Morrison Fiduciary Advisors adheres to the CFA Institute’s Code of Ethics and Standards of Professional Conduct:

Morrison Fiduciary Advisors shall:

• Act with integrity, competence, dignity, and in an ethical manner when dealing with the public, clients, prospects, employers, and employees.

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

• Strive to maintain and improve their competence and the competence of others in the profession.

• Use reasonable care and exercise independent professional judgment.