Do you know what a fiduciary is? A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons).
Typically, a fiduciary prudently takes care of money or other asset for another person. Most are not familiar with the exact definition as you can see in Tony Robbins video. This is a topic we struggle with here in the trust world. Far too many instances, we hear stories of clients not being taken care of properly and end up being taken advantage of. Most believe if they're doing something with their finances, they're in good shape. Too many times we've seen so many people taken advantage of due to not working with a true fiduciary. One who has the clients best interest in mind, not theirs. A fiduciary is legally responsible to look out for your best interest. When someone is legally responsible, you can bet they're going to properly do their job and not sell you product(s) as they make substantial commission based fees on over and over again depending on how many times they move you in and out of funds. When you are a true fiduciary and are legally responsible, there isn't a conflict of interest. Ever.
Now take a look at your assets. Is your 401(k) in the hands of a trusted fiduciary? Is your financial advisor a broker or a true fiduciary? We're happy to assist in reviewing your documents or go to your HR or employer and let them know we can review the plan documents. It's our honor, it's our job and we don't charge for this service. We're true fiduciaries and are only here to help.
What We Believe
Each of us in this organization lives and breathes a belief that we are engaged in a truly noble calling, the demands of which are unlike those of any other profession. This is because standards for fiduciaries mandate a level of unwavering conduct, loyalty and personal integrity matched by few other disciplines in this changing and uncertain world. To serve as your trustee or fiduciary, one must find comfort and pleasure being immersed daily in an environment of un-compromised decency and honesty, earning and receiving total confidence from our clients by doing genuine good for them and their families. For this rare individual the personal rewards are high.
It is with this in mind that we assure you, the prospective customer, that the basic policies of the trust business are steeped in the tradition of the common law, withstanding the test of time. This also serves to gently but learly remind those of us in the profession over and over of those certain cardinal principles, practices and precedents of long standing, that, if adhered to without fail, will benefit the client, our community - all of us - guaranteeing the personal success in this distinct, increasingly vital and growing profession.
In this tradition, we pledge our honor, reputation and names.
