What/who is a fiduciary?

Being a Fiduciary…in a few words. Being a fiduciary means an investment adviser putting the client’s interests above all else.

More on our being a fiduciary

A cardinal component of Bargeld Financial’s asset management services is our commitment to defending our fiduciary duties, which pronounce putting your interests above all else, including our own interests. This means that, as we act both as your Chief Financial Officer (CFO) and your Chief Investment Officer (CIO), we do so with your needs being at the center of our work.

We use your Investment Policy Statement (IPS) both as a living document and a GPS guiding our discretionary management of your investments. So, in all matters regarding management of your assets—including our collaborative work with all of our partners—we act only in a manner affirmative of the duty of putting your interests above all other persons’ interests. So that, even in an action holding a potential conflict between your best interests and our best interests, we must, and will, act to ensuring protection of your interests.

What Else Does Being a Fiduciary Mean?

If being a fiduciary means putting our clients’ interests above all else. Then being an independent advisor means having at our disposal all the tools necessary for ensuring your interest always come first. Being an independent financial adviser makes certain we are not obligated to anybody but you, our client. With this, we are able to constantly examine how we can do more for you, and take steps to follow through on such assessment without bondage to anyone. Because our professional relationships are strategic partnerships centered on delivering on your investment goals and your investing and resource management needs, we are also able to constantly evaluate the value our partnerships provide for you, and make decisions on maintenance of such partnerships. So, being an independent financial advisor simply gives us the ability to act in your best interest without undue pressure from anybody.