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Fiduciary Oath

We put your interests first.  Always.


I believe in placing your best interests first. Therefore, I am proud to commit to the following five fiduciary principles:

  1. I will always put your best interests first.
  2. I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
  3. I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
  4. I will avoid conflicts of interest.
  5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.


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