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What is a Fiduciary?

    A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.

    As your fiduciary advisors, we will:

    • Execute a management contract that clearly spells out our responsibility to you
    • Provide a written financial plan
    • Provide a detailed list of services
    • Provide a clear, graduated fee schedule
    • Avoid commission and unnecessary fees
    • Avoid conflicts of interest at all times


     

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