What is a Fiduciary and Why It Matters?
This video is the best explanation of the difference in the relationship a Fiduciary has with his or her clients and an investment broker. Fiduciaries are legally bound to advise our client’s putting their best interest before any other. We do not sell investment products to our clients because we get an incentive or because we were told to do so by an employer. We look at the each client’s unique situation and make our best assessment of the strategy, products, services they can use to meet their goals. Period.
Take a look at this video and know that although it was not our video, we wish it was!