Broker Check

Fiduciary Oath 


We believe in placing our clients’ best interests first. Therefore, we are proud to commit to the following five fiduciary principles:

 
1.    We will always put our clients’ best interest first, ahead of our own, that of our firm, and our employees. As defined by federal law, we will act as a fiduciary.
 
2.    We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
 
3.    We will not mislead you, and we will provide conspicuous, full and fair disclosure of all important facts.
 
4.    We will avoid conflicts of interest.
 
5.    We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.