Standards Preserve Independence, Control, and Discretion
Advisory Capacity Only
- Brockshire provides advice only.
- We do not take custody, execute transactions, manage assets, or exercise discretionary authority.
- Clients retain full control over all decisions.
Governance Before Growth
- Engagements are evaluated for structural readiness, governance, and risk.
- Growth initiatives follow discipline, documentation, and control.
- Declining engagements is routine and intentional.
Independence and Objectivity
- Brockshire accepts no commissions, referral fees, or product incentives.
- We receive no third-party compensation tied to outcomes.
- Advice is structured to minimize conflicts.
Engagement Discipline
- All engagements are defined by a written scope and mandate.
- Advisory work is time-bound and reviewable.
- Open-ended arrangements are avoided.
Confidentiality and Discretion
- Client information is treated as institutional-grade confidential.
- Engagements are private by design.
- Public references require explicit consent.