Broker Check

Treece Talk: Fiduciary First

| August 01, 2018
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Are you unsure about how to invest your portfolio in today’s uncertain economic and political climate?

Many investors are concerned that the market could have a major correction, but don’t want to just sit it out while the market is still going strong. 

No matter what happens, one thing is for certain—there will be change! Take action now and be prepared for whichever way the market turns.

You don’t have to ride a volatile market to the bottom. 

I am here to offer no-pressure advice about flexible and innovative financial solutions. I work with experienced money managers who offer investment strategies that can go into cash positions in event of a crisis to try to preserve your investment.*

Get objective and personalized advice that speaks to your concerns without conflicts of interest.

As an investment advisor representative, I have the autonomy and discretion to put you at the center of all investment strategies and business decisions without any conflicts of interest. This is different from many people in the financial services industry who are really little more than salespeople.

As an Accredited Investment Fiduciary, I have the duty to always put your interests first. I follow a fiduciary process that includes a duty of utmost care, a duty of integrity, a duty of honesty and full disclosure, a duty of loyalty, and a duty of good faith. I am proud to adhere to the best practices and guidelines of The Institute for the Fiduciary Standard.

I am happy to meet with you to discuss strategies to preserve your investments as the market changes.

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*Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.

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