Broker Check

What is an Investment Fiduciary?

An investment fiduciary is an investment professional who is required by law to act in the best interests of and with undivided loyalty to the client. A fiduciary’s advice and recommendations must align with each client’s specific objectives, timeframe and risk tolerance.

When managing a client’s assets, a fiduciary strives to achieve an optimal balance of risk and return. A client’s personalized investment strategy and specific recommendations follow an objective and prudent process. The performance of a client’s portfolio and its underlying investments will be monitored and reported on an ongoing basis, typically on a quarterly basis.

Arnie Beck is an Accredited Investment Fiduciary Analyst® and has the fiduciary obligation to uphold a client’s interests above his own.