Our Vision

MEET OUR TEAM

 
 
 

 

 

 

 
 
The vision of Engle Tyler & Associates is to create a company based on personal values.  We have designed a new business model that hopes to address the following:
 
  • Try to eliminate sources of negative criticism in the financial services industry from the issue of conflict of interest arising from commissions and other compensation structures.
  • Provide value and financial services to your clients.
  • And, these financial services would be priced affordably so they would be within reach of people of average means.
 
The vision has been realized. Engle Tyler & Associates is striving to be that company.
 
 
Our Code of Ethics
 
 
Integrity
All Engle Tyler & Associate’s employees shall offer and provide professional services with integrity.
 
Objectivity
Engle Tyler & Associates shall be objective in all aspects of providing services to the client. Investment Advisor representatives will always strive to be as unbiased as possible by reducing conflict of interest.
 
Competence
Engle Tyler & Associates shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so. Engle Tyler & Associates shall not provide advice in areas where they are not capable.
 
Fairness
Engle Tyler & Associates shall always put the client's interest first. Engle Tyler & Associates shall perform services in a manner that is fair and reasonable to clients, principals, partners and employees and shall disclose any conflict of interest.
 
Confidentiality
Engle Tyler & Associates shall not disclose any private client data unless authorization is received from the client to share it, or it is in response to proper legal process.
 
Professionalism
Engle Tyler & Associates representatives at all times shall conduct themselves in a way that would be a credit to the financial planning profession.
 
Regulatory Compliance
Engle Tyler & Associates will maintain compliance with all regulations and comply with all regulatory authorities
 
Diligence
Engle Tyler & Associates shall act diligently in providing professional services.