When deciding to work with a financial professional, an important consideration is whether the professional is acting as a fiduciary. What is a fiduciary and why is it so important? A fiduciary is legally obligated to act solely in the client’s best interest, not the investment firms.
At The Petricic & Phillips Financial Group, we always put your best interest first. As fiduciaries, we hold ourselves to the highest standard of integrity and loyalty for our clients.
We believe in placing our clients' best interests first.
Therefore, we commit to the following five
fiduciary principles:
We will always put our clients' interests first.
We will act with prudence; that is, with the skill care diligence, and good judgement of a professional.
We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
We will be objective.
We will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts.
