As professional financial advisors, we proudly embrace our fiduciary duty to our clients by:
- Putting the client’s best interests first.
- Acting with prudence; that is, with the skill, care, diligence and good judgment of a professional.
- Not misleading clients; providing conspicuous, full and fair disclosure of all important facts.
- Avoiding conflicts of interest; and
- Fully disclosing and fairly managing, in the client’s favor, unavoidable conflict.