Fiduciary Statement

Putting Your Interests First

 
 
 

What is a fiduciary?

A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person.

Fiduciary Oath

I believe in placing your best interests first. Therefore, I am proud to commit to the following five fiduciary Principles

  • I will always put your best interests first.

  • I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

  • I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

  • I will avoid conflicts of interest.

  • I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.