top of page

Our Pledge to Clients

When you invest with Shearwater Capital, we promise to:


  1. Hold ourselves to the highest standard of fiduciary responsibility. We enthusiastically accept the legal obligation to put our clients’ interests above our own at all times.

  2. Provide impartial advice and act with prudence, diligence and good judgment in the management of our clients’ investment portfolios, while keeping costs low.

  3. Adhere to the highest standards of ethical behavior and stewardship.

  4. Communicate honestly and openly about investment risks and costs as well as potential rewards.

  5. Be passionate in our commitment to provide outstanding service. We listen carefully to our clients and treat them with kindness and respect.

  6. Strive to be the best at what we do. We will evolve, adapt, and continuously improve in the pursuit of excellence.

bottom of page