An ethical duty to act solely in the best interests of the client
We help trusts, charities, individuals and small businesses build simple to complex custom investment plans into lasting portfolios focused on investment, not speculation. And because our clients trust us to guide them through life’s financial milestones, we treat each investment as if it were our own.
Fee-only fiduciary advisors are paid by their clients to act solely in their best interests.
No mutual fund, life insurance or annuity company pay us commissions or fees to sell their products. Our fee for managing clients' accounts is our sole source of revenue. We thus make more money as clients’ investment accounts gain value.