Fiduciary Standard

We provide services to our clients that are held to a Fiduciary Standard, which always puts the client’s best interest first.

As a Fiduciary, we are required to act with unequivocal loyalty to our clients by being transparent about services, compensation and potential conflicts of interest.

As an Investment Advisory Representative (IAR), we are held to the Fiduciary Standard by federal law.  As such, we are legally bound to act exclusively in our client’s best interest in every aspect of our business, from our service, to investment philosophy to compensation.

pine tree in front of lake-and mountains

Also, we maintain the designation of Accredited Investment Fiduciary® (AIF®).  This means we have completed a program on fiduciary standards at the Center for Fiduciary Studies and that we have passed the Center’s 27 Prudent Investment Practices Examination.

We participate in additional continuing education to assure that our duty as a fiduciary is understood and implemented in all we do.