Putting Your Interests First

I believe in placing your best interests first.

Therefore, I am proud to commit to the following five fiduciary principles:

 

I will always put your best interests first.

I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

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I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.

 

I will avoid conflicts of interest.

 

I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

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Created by The Committee for the Fiduciary Standard