Not everyone in our industry has your back.
We do. Because we are a fiduciary.
Not everyone in our industry has your back. We do. Because we are a fiduciary.
This means we are legally required to always put your interests first. In practical terms, it means we do not get paid commissions. We also do not receive other financial benefits which can come in a variety of flavors.
Our loyalty is reserved solely for you; not the product and not Wall Street firms.
We are only paid by clients. Our fees are fully disclosed and transparent.
We strongly encourage you to only work with a true fiduciary -- not one of the many firms that are "hybrids" which try to get the best of both worlds and thread the regulatory needle.
We are a pure fiduciary. We are 100% independently owned. We do not have any affiliation with a Wall Street firm which could be used to pressure us or incentivize us to invest in some investments over others. We act with the client's needs in mind and because of our independence, can act objectively.
The problem with advisors who receive investment related bonuses and commissions is when they make a recommendation to you, how do you really know whether they are choosing those funds because they are the best ones given your goals and objectives or because they will help fund their summer vacation and new car?