Kodiak Investment Management LLC
Balance Integrity Wisdom Trust Discipline
©2016 Kodiak Investment Management All Rights Reserved
Compliance with the rules and regulations is the minimum requirement of financial professionals. In
order to zealously represent clients and maintain fair and equitable markets, we must go beyond the
• Act in accordance with the core values of trust and integrity at all times.
• Zealously serve clients while seeking the most appropriate and cost effective strategies
available to suit their needs and goals.
• Support charities and public service activities whenever possible.
• Strive to make the financial services regulatory system as accessible and responsive as
• Continue to expand our knowledge base and keep abreast of industry changes and advances.