Fiduciary Duty

fi·du·ci·ar·y - means involving trust, especially with regard to the relationship between a trustee and a beneficiary.

Our Fiduciary Duty

 

As independent investment advisor representatives with specific licenses, we are held to a strict fiduciary duty. This means we are required, by law, to act in the best interest of our clients at all times. Most financial advisors and insurance representatives are held to a suitability standard, meaning they only have to recommend what is suitable for the client and not necessarily what is in the client's best interest. The fiduciary duty is the absolute highest standard of accountability in the financial services industry. We benefit when you benefit, and our firm is committed to your priorities being our priorities.

A Philosophy Built on Ethics, Standards,

and Client Rights

 

At Hayes Advisory Group, we take great pride in providing our clients with world-class service.  Meeting the individual needs of our clients is our chief concern, and we require our employees and our affiliates to abide by the same standard.  To ensure that every client is treated in a fair and ethical manner, we have made the following promise through our Client Bill of Rights.  Rooted in this philosophy is the fact that every Hayes Advisory Group client has both important rights and responsibilities.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Hayes Advisory Group are independent of each other.  Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  

 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.  

 

Lou Holtz was a paid speaker and his presentation and presence on this website should not be construed as an endorsement of services.

© 2018 Hayes Advisory Group