Fiduciary Services
We take our fiduciary responsibility seriously and are guided at all times by doing what’s in our clients’ best interests. To ensure we are providing comprehensive advice for our clients, all of our advisors take each of our clients through our financial planning process in order to gain an in-depth understanding of their needs before making recommendations. This helps ensure the advice we provide is personalized and designed to help our clients achieve their specific goals – today and long into the future.
The Fiduciary Standard is the Highest Legal Standard of Care
Many investors are not aware of the difference between fiduciary and suitability standards. Broker dealers, insurance salespersons and advisors operating under the “suitability standard” are merely required to ensure an investment is suitable for a client at the time of the investment.
This contrasts with the “fiduciary standard” where registered investment advisors must disclose conflicts of interest and operate with full transparency.
A fiduciary has a “duty to care” and must continually monitor not only a client’s investments, but also their changing financial situation.
