What is this initiative about?
This initiative is about all investors getting real fiduciary advice.
Real advice is fiduciary advice that's competent, objective and affordable. Advice that's based on a relationship of trust and confidence. And is not incidental to the sale of a product.
This new website, No Incidental Investors, offers small investors in the Washington DC area assistance identifying local investment advisers.
These are advisers who work under a fiduciary standard at all times and serve investors that have specific needs or more modest means. These advisers do not sell products and have no investment asset or income minimums.
Just fill out a simple form and the names of at least two local advisers will be emailed. Advisers who only provide real fiduciary advice and stand ready to serve on a fee for service basis.Complete the form
What is a fi·du·ci·ar·y?
A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other assets for another person. (Wikipedia)
My fiduciary advisor said “It’s always good to relive the good things in your life.”
Are you ready to get real fiduciary advice?
Are you ready to find a real fiduciary adviser in the Washington DC area who serves small investors?
Fill out and submit an inquiry form. We will reply to your request with two Washington area advisors within two business days.