Fiduciary Principles

We are held to a different standard of care than many other financial professionals, and we believe investors should understand the difference.

There are various standards that govern how financial professionals may work with their clients.  For example, some professionals are held to a fiduciary standard whereas others are not.  As fee-only investment advisors, we are held to a fiduciary standard in all of our investment recommendations.

A fiduciary has a legal duty to act in their clients’ best interests when giving advice, to not place their own interests before those of their clients, to seek the best possible execution of clients’ transactions, and to provide ongoing advice and monitoring throughout the entire client relationship.