Our Guiding Principles

Independent Advice

MNB Investments is an independent financial services firm, which helps to allow us to select suitable investment tools, based on systematic investment principles. We are in just one business, acting in our clients' best interest.

Qualifications

At MNB Investments, we take great pride in the professional development and education of our staff. We pursue rigorous training and maintain the Certified Financial Planner™ designation. CFP® practitioners must pass a comprehensive two-day, 10-hour CFP® Certification Examination and agree to abide by a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the public, clients and employers.

Personal Service

We personally deliver our financial advice. We provide our clients the sort of old-fashioned, one-on-one service that seems rare today. Clients receive portfolio reviews and ongoing communication in matters relating to their financial situation.

Core Values

MNB Investments is a culmination of who we are and what we believe - the core values and ethics that guide our organization. Our company culture is the result of a shared value set that guides everything we do, whether it is communicating with our clients, collaborating with one another or giving back to the community.