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 objective as possible.
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.