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What is a Fiduciary?

A fiduciary relationship requires advisors to do what is “in the best interests of the client".

Believe it or not, many advisors operate in a legal framework where their recommendations need only be "suitable" for the client. In our opinion, “suitable” is simply not good enough!

Our “clients come first” culture underscores how seriously we honor our fiduciary obligation to act “in the best interests of the client”. Anyone who hires an advisor deserves to be treated under that standard, and when our clients sign an advisory agreement, that is exactly what they will receive.