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Ethics, Accountability & Transparency

The events of 2008/2009 have placed ethics, accountability, transparency and oversight in the spotlight for the investment management industry. These issue are critical for investors and are critical for our business at Constitution Investment Management Corporation. For without trust the investment management industry and the markets themselves can cease to function.

CIMCO will provide, through its founder and investment manager, the integrity, competency and transparency expected and demanded by clients and will fulfill its fiduciary responsibilities to all clients. The manager will treat the client's money with the same due care as if it were his own.

Constitution Investment Management Corporation and its founder and investment manager Sam Patel are registered with the Massachusetts Securities Division. Please see the form "ADV Part II" below for the division's phone number to obtain a disciplinary history of Sam Patel. Further Sam Patel is a CFA Charter Holder and abides by the CFA Institute's code of conduct.

Please see the 'ACCOUNT SETUP' link below for more detail as to how we provide a clear and transparent investment solution for our clients.  

ACCOUNT SETUP                               

 

Contact CIMCO

We would be delighted to speak to you about your investment objectives and a potential fit with our business.

Constitution Investment Management Corporation

231 Main Street
Charlestown, MA, 02129

Ph: 617-852-1406
Email:
info@cimcorporation.com

 

 

ADV PART II

Privacy Policy

 

Constitution Investment Management Corporation

  231 Main Street • Charlestown, MA, 02129

• Ph: 617-852-1406 • Email: info@cimcorporation.com

Registered Investment Advisor

DISCLAIMER: This website has been prepared solely for the purpose of providing information about Constitution Investment Management Corporation (CIMCO) and the services it offers. This website has been compiled in good faith by CIMCO however, no representation is made as to the completeness or accuracy of the information it contains. In particular, this information may be incomplete, may contain errors or may have become out of date. CIMCO makes no commitment, and disclaims any duty, to update any of these web pages and or attached research. CIMCO reserves the right to add, modify, or delete any information at this website at any time. The objective is to provide insightful commentary and to promote our style of investing. Nothing said on this website, directly or indirectly, should be construed as a solicitation of business for CIMCO or an offer to buy or sell any particular securities mentioned. While we stand by our commentary and opinions, readers should not view these writings as personal investment advice, and should individually determine whether anything we say is suitable for themselves. 

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