What Is a Fiduciary and
Why Does It Matter?
(n.) a representative obligated or committed to act in the best interest of one who has entrusted something valuable
(adj.) relating to the trust between a beneficiary and the one who, in an official capacity, represents the best interest of a client
As fiduciaries, we are committed to creating a partnership that aligns with our clients. We succeed when you succeed.
MAKERS adhere to the following fiduciary standards – We will:
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
Your partnership with MAKERS begins and ends with the trust you place in us.
We Are Independent
What does it mean to have a financial advisor who is “independent"? And what is the value to you?