Do Preferred Resource Group Financial advisors operate as fiduciaries?
Preferred Resource Group advisors believe in placing our clients’ best interests first. Therefore, we commit to the five fiduciary principles:
- We will always put our client’s best interests first.
- We will act with prudence: that is, with the skill, care, diligence, and good judgement of a professional.
- We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
- We will avoid conflicts of interest.
- We will fully disclose and fairly manage, in our clients’ favor, any avoidable conflicts.