Fiduciary Services
Rethinking Fiduciaries
As a fiduciary, our responsibility and legal duty is to act in the best interest of our clients in all financial matters.
There can be no bias toward investing in a particular company or investment product. Rather, our job is to formulate a written plan that becomes the blueprint for our asset-managing strategy.
The standard we set as a fiduciary is very high for a good reason: Our long-term relationship with most of our clients, built on trust, make this a comfortable choice for those seeking help in managing their assets.
Interested in learning more about our fiduciary services and how they can work for you? Call our office today at 724-382-1298 or complete the meeting form at the bottom of the page to start a dialogue.
Our Method
All our top managers are fiduciaries. So, when you make an appointment with one of our financial advisors we’ll have a set agenda in place that will help determine if we’re a good fit. This includes:
- Listening to what you believe are your most important challenges and concerns
- Understanding what it means
- Based on what we’ve learned determining if we should work together
- Knowing first and foremost that our job as a fiduciary is to offer our clients advice
Our Strategy
Once we analyze your portfolio, we’ll advise you based on what we learned whether you’re on the right track and what you might consider changing. We’ll also show you where you are now and where you could end up if you make certain changes to your portfolio.
- Provide you with step-by-step instructions on how to get where you want to be
- Provide you with a team that will monitor your portfolio and offer you support and service when needed
- Implement our 4-1-1 process, which involves an annual one-on-one meeting, an annual state of the market report and constant availability of our staff
Frequently Asked Questions
What is the role of a fiduciary?
A fiduciary has a legal duty to advise and act in the best interest of their clients in all financial matters.
Where should I expect at first meeting with fiduciary?
A good fiduciary will ask you a lot of questions about where you are in your retirement investment strategy, if you’re satisfied and if you’re looking to do better.
What if a fiduciary wants completely blow up my portfolio and start from scratch?
You should say thank you and leave. A good fiduciary is supposed to advise you, not tell you what to do.
How will I know if I've found a good fiduciary?
It will be someone who asks you a lot of questions, offers you sound advice, is not pushy and provides you with a feeling of trust. Even then it’s always in your best interests to do some homework and find out how others have faired with the same office.
How will I absorb all the information?
A good fiduciary will provide you with a point-by-point plan based on your discussion and what you both determined is the best path for your retirement portfolio.
