To be a fiduciary… |
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To be a fiduciary means the duty to put our clients’ interests ahead of our own. A brief history lesson takes us back to the ancient Greek system of logic that became known as natural law. Codified by the Greeks, Romans, and English, the main point of natural law is to inhibit the abuse of power by those in a position of influence. Clients have a right to demand that we define, offer, and execute an advisory process that is conflict-free, fully disclosed, and has no hidden agenda. It is not enough to simply do what is in our clients’ best interest; we must be able to prove in court that any action taken was what a “prudent expert” would have done in that same situation. We can never delegate that responsibility. That is the role as a fiduciary upon which our practice is built. |
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Fiduciary |
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Independent |
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Objective |
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Unbiased |
