As Investment Advisor Representatives, our team is held to a higher fiduciary standard than a broker or insurance salesperson. We are obligated by law to place our clients’ interests first and we believe that our clients appreciate our integrity, candor, and consultative approach.
The Fiduciary Duty
The fiduciary duty requires an advisor to act in the best interest of their clients and to put their clients’ needs above their own at all times. They must act with loyalty and care, provide upfront disclosures to the client, and eliminate all conflicts of interest.
