Fiduciary Standard Of Care

Fiduciary Standard Of Care

∴ When selecting investments, we will act as the client’s agent. Seeking the best investments at the best prices at all times.

∴ While we nor anyone can promise superior investment returns, we will provide impartial advice and act with skill, care, diligence and good judgement.

∴ We provide full and fair disclosure of all important facts, including our compensation from the providers of the products and services we offer, as well as all fees we pay to others on your behalf.

Respectfully,
Fred G. Burgess, AIF®, PPC™

                                            
REGENT FINANCIAL SERVICES

Peter Coopersmith, AIF®

REGENT FINANCIAL SERVICES