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What is a fiduciary?
A fiduciary is bound by federal and state laws to put client interests first. The Committee for the Fiduciary Standard outlines five fiduciary principles:
- A fiduciary always puts the client’s interests first.
- A fiduciary acts with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
- A fiduciary will not mislead the client, and provides conspicuous, full, and fair disclosure of all important facts.
- A fiduciary avoids conflicts of interest.
- A fiduciary fully discloses any unavoidable conflicts, and fairly manages them in the client’s favor.