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Fiduciary Responsibility

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Fiduciary Responsibility

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.
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