At Capital Strategies, we take fiduciary responsibility for the investment recommendations we make with every client we serve. As a Registered Investment Adviser, we are legally required to make investment recommendations that are solely in our clients’ best interests. We apply this standard to every action and recommendation.
As Accredited Investment Fiduciaries, we adhere to the fiduciary best practices established by The Center for Fiduciary Studies™:
We fully integrate these precepts into our processes and documentation and present them in a thorough and coherent manner that our clients easily understand.
We also take every opportunity to deliver comprehensive fiduciary education both in our ongoing client interactions and in specific trainings on key topics. And as new members rotate onto your Investment Committee, we conduct a new member training and orientation to help them fulfill their fiduciary duties in their new role.
Sign up to receive our publications.