Fiduciaries are legally required to act in your best interests at all times. Brokers, by contrast, operate under a suitability standard, meaning they must recommend products that are suitable for you but not necessarily the best option available. Registered investment advisers (RIAs) are held to the fiduciary standard under the Investment Advisers Act of 1940, which imposes a duty of care and a duty of loyalty on the advisor.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
