WE ACT IN A FIDUCIARY ROLE
Client Centered
We believe in placing your best interests first.
Therefore, we are proud to commit to the following five fiduciary principles:
- We will always put your interest first.
- We will act with prudence; that is; with the skill, care, diligence, and good judgment of a professional.
- We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
- We will avoid conflicts.
- We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
In other words:
- We will always act in good faith and with candor.
- We will be proactive in disclosing any conflicts that may impact you.
- We will not accept any referral fees or compensation contingent on the purchase or sale of a financial product.
