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A Fiduciary / Independent Registered Investment Advisor

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As a Registered Investment Advisor (RIA), we are required to act as fiduciaries. We act at all times for the sole benefit and interest of their clients.

An RIA:
  • Has a fiduciary duty to you. Our advisers must put your interests ahead of their own.
  • Is required to recommend what we believe are the best choices for you, not just suitable stocks or mutual funds.
  • Must, by law, disclose all income sources, possible conflicts of interest, qualifications as an advisor, and any disciplinary history to you — even if you didn’t ask for this information.
  • Must clearly disclose if we are no longer acting as an adviser, but as a sales agent in implementing any of the recommendations they have made to you.