Investment Fiduciary

Our Fiduciary Commitment

A fiduciary is an investment professional or financial advisor who is required by law to act solely in the interests of and with undivided loyalty to their clients. A fiduciary’s advice and recommendations must align with a client’s specific objectives, time frame and risk tolerance.

Those who have earned the Accredited Investment Fiduciary® Designation are formally recognized for demonstrating a full understanding of how to implement fiduciary processes to help individuals and families pursue their investment goals in a responsible and accountable manner.

As investment fiduciaries, Altenburg Asset Advisors has a legal obligation to avoid conflicts of interest and act with an undivided loyalty in the best interests of our clients. We are committed to upholding our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies our clients wish to fulfill.

As AIF Designees, we are dedicated to using our knowledge to:

• Employ uniform, industry-recognized processes for developing a personalized investment strategy based solely on our clients’ specific investment needs.
• Apply objective, comprehensive standards for evaluating and recommending investment options for our clients’ portfolios.
• Monitor and report performance of our clients’ portfolios and their underlying investments on an ongoing basis, and recommend changes when necessary.
• Conduct ongoing reviews of our business practices to ensure fiduciary principles are being properly applied.