FIDUCIARY OATH
We will always put the clients’ best interests first, ahead of our own and those of our firm and its employees. We will act as a fiduciary.
We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional. When selecting investments, we will act as the client’s agent, seeking the best investment at the best prices at all times.
While neither we nor anyone can promise superior investment returns, we will provide impartial advice.
We will not mislead clients. We will provide full and fair disclosure of all important facts, including our compensation from all sources, as well as fees we pay to others on your behalf.
We will avoid conflicts of interest. We will fully disclose and fairly manage in the client’s favor, unavoidable conflicts.