At One Summit Capital, our mission is to provide disciplined portfolio management services that enable our clients to preserve and grow their wealth. As dedicated portfolio managers, we understand the weight of our fiduciary duty and always prioritize our clients' best interests.

As proud CFA charterholders, and candidates, we uphold the highest ethical standards set by the CFA Institute. We annually attest to our compliance with the CFA Institute Code and Standards, which serve as the global benchmark for ethical conduct in the investment profession. To ensure our practices align with the latest ethical guidelines, we continuously stay updated on the evolving standards.

In line with our dedication to ethics, we have adopted the CFA Institute Asset Manager Code™, which outlines the ethical and professional responsibilities of organizations managing assets on behalf of clients. This code covers areas such as loyalty to clients, investment process and actions, trading, risk management, compliance and support, performance reporting and valuation, and disclosures.