As a member of The Committee for Fiduciary Standards, we adhere to the following five core principles:
- Put the client’s best interest first;
- Act with prudence; that is, with the skill, care, diligence and good judgment of a professional;
- Do not mislead clients; provide conspicuous, full and fair disclosure of all important facts;
- Avoid conflicts of interest; and
- Fully disclose and fairly manage, in the client’s favor, unavoidable conflicts
For additional information on the standards we adhere to, please visit www.thefiduciarystandard.org.
