The House Principles.

1. 01ParetoAlpha takes no financial interest in any client, and none in what any figure it records says.
2. 02No client is named, anywhere, without written consent. No example, no reference, no logo.
3. 03ParetoAlpha releases no payment and holds no money. The family's own signer releases every payment.
4. 04Every figure on the record can be re-derived from its source without ParetoAlpha, by anyone the family sends.
5. 05One price, on the page, the same for every family, and never lower for one than for another.
6. 06Ten families at most, so that each is held by the person who signed the letter.
7. 07Written once; any rewrite shows. Nothing on the record is changed in place; a correction is a new entry that names the old one.
8. 08If a figure on the sealed record is wrong and the error is ParetoAlpha's, it is corrected in writing and that month is free.
9. 09A family may leave any month, with its record and its procedures, and nothing follows.
10. 10Read-only, in the family's own systems, under the family's NDA. No copy of a document leaves them.
11. 11What ParetoAlpha is not, it says: not registered with the SEC, not a CPA firm, not a law firm. It keeps the books and the record.
12. 12Every method is published before it is sold; every published figure carries its source and its date.

These principles are a statement of practice, not a contract; the engagement letter governs each engagement and repeats the ones that bind it. Read the engagement letter and the NDA, the controls that protect every record, and how a sealed record is verified.