Broker Check

Our Fiduciary Pledge

I pledge to exercise my best efforts always to act in good faith and in the best interests of my client and will act as a fiduciary, as defined by federal law.

When selecting investments, I will act as your agent, seeking the best investments at the best prices at all times.

I commit my full time to providing investment advice. I will not engage in outside business activities that may interfere with my responsibilities to you.

I will provide written disclosure, in advance, of any conflicts of interests that could reasonably compromise the impartiality of my advice.

I will provide full and fair disclosure of all important facts, including my compensation from the providers of the products and services I offer as well as all fees I pay to others on your behalf.

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

I recognize that you rely upon me, and are compensating me, for trustworthy advice; therefore, I acknowledge that this pledge covers all the products and services provided in this engagement.

Your Portfolio Manager