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 more thorough discussion of this topic can be found at The Institute for the Fiduciary Standard’s website. Please see www.thefiduciaryinstitute.org for more information.