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Our Fiduciary Oath

Putting Your Interests First

We believe in placing your best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

  1. We will always put your best interests first.
  2. We will act in prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  3. We will not mislead you and, we will provide conspicuous, full and fair disclosure of all important facts.
  4. We will avoid conflicts of interest.
  5. We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

Thisa oath is signed by advisors who believe that it is their duty as a fiduciary to put the interests of their clients before their own. This fiduciary oath was established by the Committee for the Fiduciary Standard in 2009. 

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