Acting as a fiduciary carries a greater level of responsibility than the typical broker/client relationship. Fiduciaries are bound to act in their clients' best interests.
Adhering to a fiduciary standard gives your advisor's investment recommendations a greater weight and level of accountability.
This standard requires your advisor take into account your entire financial circumstances, making holistic wealth management services even more important.
At Propel Investment Management, we will always do what is right for you. It is our commitment to provide our clients and their families with reliable and unbiased financial advice.
We understand that our recommendations have impact. We are ever so grateful for the trust our clients have in our professional ability, and we are constantly going the extra mile to ensure that trust is met with excellence.