The Fiduciary Standard

The Fiduciary Standard

We operate as an Investment Advisor Representative, that means we am held to the highest level of client care. We operate under a fiduciary standard to my clients, you, your family, and anyone you may refer to us.

Fiduciary by definition; is an individual who holds a legal or ethical relationship of trust with one or more parties. A fiduciary prudently aides in the care of money or other assets for another person. In a fiduciary relationship, the consumer justifiably vests confidence, good faith and trust in an advisor whose purpose is to advise and give guidance to provide prudent financial solutions. Good conscience mandates that a fiduciary act at all times for the sole benefit of you, the consumer. A fiduciary duty is the highest standard of care provided in financial services. A fiduciary is expected to be extremely loyal to the person he owes the duty.