Conflicts of Interest Policy

Professional governance framework for impartial advice.

Managing Conflicts

NodeArchitect Wealth has a robust framework to identify and mitigate conflicts. We are committed to full transparency and objective advice.

Disclosure

Any material interests or relationships are disclosed to clients in writing.

Independent Oversight

Ron Shevlin (Cornerstone Advisors) provides objective, third‑party review of our investment framework.

Segregation of Duties

Investment management is separated from client onboarding and compliance functions.

Whistleblowing

Employees can report concerns via a confidential channel, protected by our whistleblowing policy.

All conflicts are documented and reviewed quarterly. Any conflict that cannot be mitigated is disclosed to the client in writing prior to investment.