Fiduciary Oath:
Putting Your Interests First

• We will always put your best interests first.

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• We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

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• We will not mislead you, and we will provide conspicuous, full, and fair disclosure of all important facts.

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• We will avoid conflicts of interest.

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• We will fully disclose and fairly manage, in your favor, any unavoidable conflicts.