MENU

Fiduciary Duty: What It Means for You as an Investor

By admin
January 27, 2025
1 min read

One of the key distinctions of working with an RIA is that we have a fiduciary duty. This means we must always act in your best interests, even if that decision is not the most profitable for us.

Unlike financial advisers who may operate under a suitability standard (meaning their recommendations only need to be suitable for you, but not necessarily the best), fiduciaries are legally required to put your needs first, always.

Leave a Reply

Your email address will not be published. Required fields are marked *

Hank Clayton

Typically replies within a day