What is a Fiduciary?

A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.

As your fiduciary advisors, we will:

• Execute a management contract that clearly spells out our responsibility to you
• Provide a written financial plan
• Provide a detailed list of services
• Provide a clear, graduated fee schedule
• Avoid commission and unnecessary fees
• Work to avoid conflicts of interest at all times