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.