At the heart of any organization are its people, and we are extremely proud of ours. As a client, it is truly YOUR team.
Lisa McIntire ShawManaging Partner
Investment Executive, RJFS
Nathan PetersonPartner
Investment Executive, RJFS
Adam LeachFinancial Advisor
Investment Executive, RJFS
Mission Statement
Cygnus was founded, and continues its mission, based on three founding principles: To have a meaningful and positive impact on the financial lives of our clients. To provide team members a diverse working environment which encourages professional growth. To give back to the community through on-going philanthropic activities.
Code of Ethics
Our Code of Ethics is a blueprint for our conduct:
- We shall always place the financial interests of the client first. All recommendations shall be based solely in the best interest of the client.
- Disclose fully to clients services provided and compensation received.
- Provide to clients material information related to the investment decision-making process.
- Maintain the confidentiality of client information and answer all inquiries promptly, completely and truthfully.
- Seek to better serve clients and enhance investment management consulting through ongoing education and training
- Maintain the highest level of professional ethical conduct.
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