Embracing Our Role as a Trusted Fiduciary
Placing Our Clients’ Interests Above Our Own, With Privacy and Discretion.
We acknowledge our fiduciary responsibility to care for the assets entrusted to us, and we place our clients' interests above our own.
We are committed to the clear disclosure of relevant information, including investment fees, advisor compensation, investment risks potential conflicts of interest, and other material matters, to our clients in a wholly transparent and timely manner.
As trusted caretakers, privacy and confidentiality are of utmost importance at First Affirmative. We do not disclose or share confidential information with others, except as authorized or when otherwise legally obligated to do so. We do not use confidential information for personal advantage.