swanson fiduciary services

WHO ARE YOU GOING TO TRUST?

"FI·DU·CI·AR·Y" = FROM THE LATIN "FIDUCIA", MEANING "TRUST."

​A fiduciary is a person or legal entity that has the power and responsibility of acting for another in situations requiring total trust, good faith and honesty.  Being a fiduciary entails always acting in the client's best interest, even if doing so is contrary to that of the fiduciary.  In addition, fiduciaries are required to disclose any potential conflicts of interest to the client, and must strive to work on behalf of clients in a manner that's as efficient and low-cost as possible.  The fiduciary standard is the highest standard of care.

Fraud Is On The Rise

​Older Americans are disproportionately affected by scams and fraud.

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CPGC - Certified Professional Guardian Conservator

CFE - Certified Fraud Examiner

Fiduciary Does Not Mean ​Financial Advisor

​And not all advisors are fiduciaries. 

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The Fiduciary Standard

​The fiduciary standard was established as part of the Investment Advisers Act of 1940. ​

Gregg T.  Swanson​

​​Why It's Important to Know ​What Fiduciary Means

You want someone who will put your interests first, not their own.