Our Fiduciary Commitment
We will always place our clients’ interests and the integrity of the investment profession above our own interests, which means that we are fiduciaries to our clients. We have always acted in a fiduciary manner to our clients and will always have our clients’ best interests as our primary concern.
What Does "Fiduciary" Mean?
Webster’s Dictionary defines a “fiduciary” relationship as one held or founded in trust or confidence. Our clients can put their confidence and trust in us based on our skill and experience, but also, as fiduciaries, knowing that our actions are always driven by our clients’ needs and interests.
The Industry Standard VS.
Our Standards
It is very hard to mandate ethics across an industry, and while there are regulations on the books about this, they are often confusing and do not always require all those in the business of providing financial services to be fiduciaries.
As a result, while some financial advisors like ourselves serve in a fiduciary manner with their clients, many other advisors in the industry do not act as fiduciaries to their clients and are not obligated by law to do so.
Our commitment is absolute, regardless of government mandate.