Today’s investor has a bewildering array of investment providers and investment solutions.
And these options can provide you the opportunity to select a solution that’s right for your specific needs. But this many options can also add to the challenges of determining what solution is best for your situation.
So here’s the number one criteria we think you should be asking when seeking financial advice – “Are you acting on my behalf as a Fiduciary?”
Not only is there a wide number of investment providers, but their titles may sound the same. So by asking them if you can enter into a written agreement to provide you investment services as a Fiduciary, we think you can have confidence your investment provider is acting in your best interest, not theirs.