O’Donnell Wealth Management has achieved Global Investment Performance Standards (GIPS®) compliance.

The GIPS standards are the recognized standard for calculating and presenting investment performance around the world. Compliance with the GIPS standards has become a firm’s “passport” to market investment management services globally. Firms that comply with these standards demonstrate a commitment to adhering to global best practices. As of June 2019, the CFA Institute has partnered with organizations in more than 40 countries and regions that contribute to the development and promotion of the GIPS standards.

The CFA Institute is a global not-for-profit association of investment professionals with the mission of leading the investment profession globally by setting the highest standards of ethics, education, and professional excellence. CFA Institute has a longstanding history of commitment to establishing and supporting the Global Investment Performance Standards (GIPS®). The GIPS standards are ethical standards for calculating and presenting investment performance based on the principles of fair representation and full disclosure.

The objectives of the GIPS standards are as follows:

• Promote investor interests and instill investor confidence.
• Ensure accurate and consistent data.
• Obtain worldwide acceptance of a single standard for calculating and presenting performance.
• Promote fair, global competition among investment firms.
• Promote industry self-regulation on a global basis.

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