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Tag: Fiduciary
Articles
Kevin Taylor

4 reasons to work with professional fiduciary

As an investor, it’s important to work with someone who has your best interests in mind. That’s where an Accredited Investment Fiduciary® (AIF®) comes in. An AIF® is a financial professional who has undergone specialized training in fiduciary responsibility and

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September 7, 2022 No Comments
Articles
Kevin Taylor

Critical questions that investors should discuss

What is the investment objective, and what is the time horizon for achieving it? What is the risk tolerance of the trust or family office? What is the desired return, and what is the asset allocation required to achieve it?

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February 18, 2021 No Comments

Definitions: Fiduciary

A fiduciary is a person or organization that acts on behalf of another person or persons. They at all times must put their clients’ interest ahead of their own. Being a fiduciary thus requires being bound both legally and ethically

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December 14, 2020 No Comments

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