Real Fiduciary™ Practice
The Institute for the Fiduciary Standard’s Real Fiduciary™ Practices describe how conscientious and competent advisors serve clients today. HIGHLAND Financial Advisors follows these Real Fiduciary™ Practices:
Loyalty means steadfast and uncompromising devotion to a client’s best interest.
Due care means following a prudent process and applying the necessary professional skills as evidenced by appropriate education, expertise and experience.
Utmost good faith means acting at all times with honesty, integrity and transparency.
Many advisors and brokers talk like a fiduciary, though relatively few act like one. These Real Fiduciary™ Practices provide guidance for advisors. They also help investors distinguish advisors who work for and are paid only by clients—from sales representatives who work for and are paid by firms to distribute products. That is, these practices help separate brokers and advisors who merely talk like a fiduciary from advisors who really act like one.
Download the complete Professional Conduct Guidance here. If your advisor or broker claims to be a fiduciary, ask them to give it to you in writing.
Putting Your Interests Ahead of Ours
We are an independent, Registered Investment Advisory firm based in Wayne, NJ, serving high-net-worth families and individuals nationwide since 1987. Our objective is to simplify your financial life, help you achieve your goals, protect your family and lifestyle, and plan your legacy. We do this through a team approach that emphasizes our fiduciary duty to always act in your best interest. And as a fee-only firm, you can rest assured that we do not receive commissions—we are paid only by you for the services we provide you.
