FIDUCIARY BASED

fiduciary: involving trust, especially with regard to the relationship between a trustee and a beneficiary

 


WHAT IS A FIDUCIARY?

A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other’s best interests.1

1https://www.investopedia.com/terms/f/fiduciary.asp

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How We Serve As A Fiduciary

As a fiduciary, CIS Wealth acts on the behalf of our clients to manage their assets. We are bound ethically and legally to act in the highest faith and trust to act in the best interest of our clients. This includes responsibility for our clients’ financial well being and making wise financial decisions.

Instead of managing assets for the company’s financial gain, a fiduciary like CIS Wealth Management Group, manages our clients’ assets to their benefit, not for our own profit.

WE DESIGN

a plan to help accomplish your mission, protect against risk, and leave a legacy

WE COLLABORATE

to provide a holistic wealth management approach

WE IMPLEMENT

all of the pieces of your financial puzzle to work together

WE MONITOR

and tweak your financial plan because life is always changing

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