Investment advisors acting as fiduciaries are required by law to act in the best interests of their clients. Fiduciaries are required to provide transparent explanations of the products they use, the methods of analysis they use, the fees they charge, and any disciplinary actions they have incurred. Fiduciaries are also required to avoid conflicts of interest between what's profitable for them and what's right for you. You should be comfortable asking your advisor to explain any potential conflicts of interest, and whether or not they are acting as a fiduciary.
At CJW Capital, we take pride in meeting our fiduciary duty to you. We make all investment decisions and recommendations in your interest. We take the time to help you understand the investments that we recommend to you and the basis for our recommendations. We offer transparent reporting of our performance in managing your investment portfolio and the fees that we charge. By meeting our fiduciary duty to you, we can provide a superior level of service and help you have confidence as you work toward meeting your financial goals.