Fiduciary Standard

Invest Wisely. Retire Well.

A fiduciary duty is an obligation to act in the best interest of another party. … A person acting in a fiduciary capacity is held to a high standard of honesty and full disclosure in regard to the client and must not obtain a personal benefit at the expense of the client.

The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.

We are fiduciaries, and Must Adhere to a Fiduciary Standard

The highest standard in the financial services industry. We have a legal obligation not to subordinate clients’ interests to our own.

Fiduciary Standard - investwiselyretirewell.com

We act in your best interest and must set aside personal motives and avoid conflicts of interest, in favor of pursuing the best solution to your unique situation. Included in the fiduciary standard are the duties of loyalty and care – for our clients’ only.

As an AIF® Designee, We are Dedicated to Using our Knowledge to:

Employ uniform, industry-recognized processes for developing a personalized investment strategy based solely on our clients’ specific investment needs.
Apply objective, comprehensive standards for evaluating and recommending investment options for our clients’ portfolios.
Monitor and report performance of our clients’ portfolios and their underlying investments on an ongoing basis and recommend changes when necessary.
Conduct ongoing reviews of our business practices to ensure fiduciary principles are being properly applied.

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