Are you a fiduciary?

Absolutely! In fact, we take our responsibility in that role as far as we know how. We don’t sell any financial products, nor do we manage investment portfolios. We’ve found that those activities, while still allowed by the regulators, provide too much incentive to give slanted advice. We want you at the center of our advice; we like to refer to our role as being a ‘fid-YOU-ciary’.