A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person. One party, for example, a corporate trust company or a financial advisor, acts in a fiduciary capacity to another party, who, for example, has entrusted funds to the fiduciary for safekeeping or investment. Likewise, asset managers-including managers of pension plans, endowments, and other tax-exempt assets-are considered fiduciaries under applicable statutes and laws.

In a fiduciary relationship, one person-in a position of vulnerability justifiably vests confidence, good faith, reliance, and trust in another, whose aid, advice, or protection is sought. In such a relationship, good conscience requires the fiduciary to act at all times for the sole benefit and interest of the vulnerable.

We endeavor to always do what is right for you.  It is our commitment to provide our clients, their businesses, and their staff with reliable and beneficial professional guidance.  

We understand that our recommendations have impact.  We are grateful for the trust our clients have in our professional ability and we take care to ensure that trust is both protected and renewed.

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