Fiduciary Standard
Stan Malecki, AIF® and Eric Stiles, CFP® provide services to our clients that are held to a Fiduciary Standard, which always puts the client’s best interest first.
As a Fiduciary, we are required to act with unequivocal loyalty to our clients by being transparent about services, compensation and potential conflicts of interest.
As an Investment Adviser Representative (IAR), we are held to the Fiduciary Standard by federal law. As such, we are legally bound to act exclusively in our client’s best interest in every aspect of our business, from our service, to investment philosophy to compensation.
Also, by maintaining the designation of Accredited Investment Fiduciary® (AIF®). Stan J. Malecki, AIF® has completed a program on fiduciary standards at the Center for Fiduciary Studies and has passed the Center’s 27 Prudent Investment Practices Examination.
We participate in additional continuing education to assure that our duty as a fiduciary is understood and implemented in all we do.