Investors are starting to rethink the advisors who are investing their money. If you are questioning the allegiances of your current investment management services, it’s important to understand the definition of a broker and fiduciary. Even though there is a world of difference between them, it can be difficult to explain. So, since the proverbial “picture is worth a thousand words” theory is so very true, instead of explaining it, watch this video and the differences will become crystal clear!
As an independent fiduciaries, we take great pride in helping people find the right investment opportunities for their particular scenario. We don’t represent any investment products or sell anything, so we will look for the investment “meat” that is best for your financial well-being.
Contact us with any questions you may have about the differences between an independent fiduciary and a stock broker, and how we can help with your financial “health.”