Fiduciary Standard Of Care

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Fiduciary Standard Of Care

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

∴ While neither I nor anyone can promise superior investment returns, I will provide impartial advice and act with skill, care, diligence and good judgement.

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

∴ We will fully disclose and fairly manage, in the client’s favor, unavoidable conflicts.

Fred G. Burgess, AIF®, PPC™



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