Depending on your goals, time sensitivity, and overall ability to handle risk, I’ll manage the portfolio in your best interest. Portfolios are built to be tax-efficient, cost-effective, and globally diversified based on Modern Portfolio Theory.
As a Registered Investment Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I must adhere to the fiduciary standard at all times.
All investment recommendations must be in your best interest.
Your best interest must come ahead of my interest.
I must attempt to eliminate all conflicts of interest. If that is not possible, then I must fully disclose conflicts.
I have a duty of care and loyalty to you.