values

1. Respect

I always treat my colleagues, clients, prospects and others with respect. I respect the importance of people`s time and am on time for my commitments. I give my undivided attention and listen carefully when being spoken to. I honour and take very seriously any commitment I make.

2. Trust

I trust in myself, my skill sets and my instincts. I give my trust to my colleagues and earn their trust in return.

3. Balance

I strive to maintain a positive balance between my work and my personal life. My family, friends, and physical health are just as important as my professional career. I have fun even when under the stress of a tight deadline.

4. Accountability

I take ownership and responsibility for my actions, my words and my results, in work and in life.

5. Excellence

I commit myself 100% to my goals and tasks and strive to deliver only the best quality, accurate and professional results. I exercise diligence and thoroughness, and have adequate basis supported by appropriate research, for any investment analysis, recommendation or action.

6. Passion

I am passionate and excited about my business and bring a high level of energy and focus to delivering results.

7. Growth

I continually learn and grow so I can help my teammates and clients learn and grow. I share valuable knowledge, not just data or theory. I recognize and take accountability for my mistakes and learn from them. I am willing to listen and learn from any situation or person that adds value to me.

8. Loyalty

I act in the best interests of Base10 and do not divulge any confidential information. I have a duty of loyalty to my clients and act with reasonable care. I act for the benefit of my clients and place my clients’ interests before Base10’s or my own.

9. Independence

I use reasonable care and judgement to achieve and maintain independence and objectivity in my professional activities. I do not accept or offer gifts or consideration that may compromise my own or another`s objectivity. I make full disclosure of all matters that could be expected to impair my independence and objectivity.

10. Integrity

I act with integrity, competence, diligence, respect and in an ethical manner with clients, prospects, employees and colleagues in the real estate and investment professions.

11. Professionalism

I practice and encourage others to act in a professional and ethical manner that will reflect credit on Base10, myself and my profession. I am aware of and abide by the CFA Institute Code of Ethics and Standards of Professional Conduct.