Your Best Interest Matters
We serve as fiduciaries for our clients, which means that we manage your assets with your best interest in mind.
A fiduciary financial advisor is a professional who is legally and ethically bound to act in their clients’ best interests at all times. This commitment sets fiduciary advisors apart from other financial professionals and is a cornerstone of trust and transparency in financial planning.
When you work with a fiduciary advisor, you can be confident that their recommendations and actions are guided solely by your financial well-being.
“Those in a fiduciary role act with the utmost integrity, transparency, and diligence when managing the assets and affairs of others.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Chief Executive Officer and Chief Investment Officer
Six Key Principles of Fiduciary Duty
Unwavering Loyalty
A fiduciary must act with unwavering loyalty to the best interests of their clients or beneficiaries. This means putting the client's interests ahead of the fiduciary's personal interests or those of any third party. Fiduciaries should avoid conflicts of interest and disclose them if they do arise.
Care and Skill
Fiduciaries must exercise a high degree of care, skill, and diligence in their work. They should use their expertise to make informed and prudent decisions on behalf of their clients. This includes thorough research, analysis, and staying informed about changing circumstances.
Prudence
Fiduciaries are expected to make decisions that a reasonable and prudent person with similar expertise and responsibilities would make in the same situation. This principle emphasizes the need for a careful and thoughtful approach to managing assets and making decisions.
Confidentiality
Fiduciaries have a responsibility to maintain the confidentiality of their clients' information and affairs. They do not disclose sensitive information without the client's explicit consent, except in cases where disclosure is required by law.
Full Disclosure
Fiduciaries must provide complete and accurate information to their clients or beneficiaries. This includes disclosing all potential conflicts of interest, fees and compensation structures, and any relevant information that might impact the client's decision-making process.
Accountability
Fiduciaries are accountable for their actions and must keep thorough records of their decisions, transactions, and communications related to their fiduciary duties. They should be prepared to justify and explain their actions if questioned.
Why Choose a Fiduciary Advisor?
Choosing a fiduciary financial advisor is a wise decision when seeking professional guidance for your financial future. The fiduciary duty ensures that your advisor is committed to your well-being, offering tailored advice with full transparency. Whether you’re planning for retirement, managing investments, or working toward other financial goals, a fiduciary advisor can help you navigate the complexities of the financial world with confidence and trust.
Fiduciaries are legally obligated to act in your best interests, which means they won’t recommend products or services that could lead to higher commissions or fees for themselves.
Fiduciaries create financial plans and investment strategies tailored to your specific goals, risk tolerance, and financial situation.
You can expect complete transparency regarding fees, compensation, and any potential conflicts of interest, ensuring you know exactly what you’re paying for and why.
Because fiduciaries don’t benefit from certain financial products or services, they are less likely to have conflicts of interest that could compromise your financial well-being.
Knowing that your advisor is legally bound to act in your best interests can provide peace of mind, especially when making significant financial decisions.
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