We Are Fiduciaries
What is a fiduciary, and why does it matter?
fi·du·ci·ar·y
(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?