92-What is the Value of a Fiduciary?
Trust should not be transactional
What is the value of a fiduciary relationship?
Transparency – Having fee schedules based on a percentage of assets under management value offers the transparency in how your fees are derived and an understanding that you are paying for advice rather than a product. These fees are outlined in your detailed quarterly performance report.
Objectivity – With no financial incentive to offer one product over another and the mutual benefit that our success is directly proportional to your success, the fiduciary relationship creates an environment of objectivity in selecting the investment strategy and products that we believe will be right for your financial goals.
Access – Institutional best-practices, once reserved only for large accounts, is now available with a fiduciary relationship.
