Fiduciary Statement
What is a fiduciary?
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests.
A fiduciary might be responsible for general well-being, but often the task involves finances—managing the assets of another person, or of a group of people, for example. Money managers, financial advisors, bankers, accountants, executors, board members, and corporate officers all have fiduciary responsibility.
Our Commitment
Integrated Wealth Partners makes the following commitments to our clients:
We will always put our clients’ best interests first - ahead of our own, that of our firm, employees, and the professional partners we work with.
We will act with care, skill, prudence, confidentiality, and diligence.
We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts including all fees we charge, as well as all fees we pay to others on our client’s behalf.
We will fully disclose any conflicts of interest, and attempt to fairly manage them in our clients’ favor, wherever possible.