Fiduciary Wealth
The Fiduciary Standard of Care.
The whole secret to investing is this:
Invest in companies that are so good that
diversification is unnecessary.
It's just that simple.
Most wealth managers simply practice diversification.
That is, spreading your money around
into all sorts of things.
Instead, Fiduciary Wealth practices careful, thoughtful
and targeted selection of individual companies.
They have found that, over time, this results in
superior investment results.
Avoiding funds and packaged investment products
reduces costs and provides greater
transparency and control.
If you know what you are doing,
you won't need to diversify.
"No actively managed stock or bond funds outperformed the market convincingly and regularly over the last five years."
The New York Times
12/2/2022
The New York Times
12/2/2022
Fiduciary Wealth is legally bound to prioritize the customer's interests over their own, ensuring transparency and trust in the relationship.
What is a Fiduciary?
A fiduciary is a person or entity who holds a position of
trust and confidence when managing the assets of another party.
This relationship legally obligates the fiduciary to act in what they judge to be the best interest of the client and to avoid any conflicts of interest.
trust and confidence when managing the assets of another party.
This relationship legally obligates the fiduciary to act in what they judge to be the best interest of the client and to avoid any conflicts of interest.