Fiduciary Statement

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. One party, for example, a corporate trust company or a financial advisor, acts in a fiduciary capacity to another party, who, for example, has entrusted funds to the fiduciary for safekeeping or investment. Likewise, asset managers-including managers of pension plans, endowments, and other tax-exempt assets-are considered fiduciaries under applicable statutes and laws.

In a fiduciary relationship, one person-in a position of vulnerability justifiably vests confidence, good faith, reliance, and trust in another, whose aid, advice, or protection is sought. In such a relationship, good conscience requires the fiduciary to act at all times for the sole benefit and interest of the vulnerable.

OUR COMMITMENT

We will always do what is right for you.  It is our commitment to provide our clients and their families with reliable and unbiased financial advice.  

We understand that our recommendations have impact.  We are ever so grateful for the trust our clients have in our professional ability, and we are constantly going the extra mile to ensure that trust is met with excellence.