FIDUCIARY OATH

We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:

We will always put our clients’ best interests first.

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

We will not mislead clients, and will provide conspicuous, full and and fair disclosure of all important facts.

We will disclose potential conflicts of interest.

fiduciary oath - signatures

In other words, we will treat you with the honesty and integrity that you would expect from someone with whom you are entrusting your retirement.