We believe it is essential to be a fiduciary to best guide you through life’s complex financial decisions. 

When it comes to financial planning and investment advice, there are two main standards — a fiduciary standard and a suitability standard.  Advisors who choose a suitability standard are only required to give recommendations that are suitable based on your financial needs, circumstances and objectives.  They are free to recommend an investment or product that pays a higher commission than others so long as that recommendation aligns generally with your overall goals. It’s our view that an advisor who follows a suitability standard owes their loyalty to their employer.  Our loyalty is to you. 

TrueFocus has chosen to follow a fiduciary standard, a far more strict standard, legally putting your best interests above our own. For all recommendations, we must choose the best course of action regardless of how it affects our firm or us personally. Our advice and recommendations must come from a thorough analysis of all relevant factors, and then we must execute any actions as efficiently and cost-effectively as possible.