What Is a Fiduciary and
Why Does It Matter?

 fi·du·ci·ar·y

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(n.) a representative obligated or committed to act in the best interest of one who has entrusted something valuable

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(adj.) relating to the trust between a beneficiary and the one who, in an official capacity, represents the best interest of a client 

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As fiduciaries, we are committed to creating a partnership that aligns with our clients. We succeed when you succeed.

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MAKERS adhere to the following fiduciary standards – We will:

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• Serve the client’s best interests

• Act in utmost good faith

• Act prudently – with the care, skill, and judgment of a professional

• Avoid all conflicts of interest

• Disclose all material facts

• Control investment expenses

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Your partnership with MAKERS begins and ends with the trust you place in us.