Our Client Relationship
A Fiduciary Client Relationship
In differentiating investment professionals, it is important to determine the nature of their allegiances. Do they answer exclusively to you, their client, or are they distracted by other interests such as corporate quotas or third-party sales incentives?
AVL WealthCare is an independent Registered Investment Advisor firm, free to present the best and most appropriate investments for your life–stages and particular needs. In fact, we are obligated to do so, in our fiduciary relationship with you.
What do we mean by that? Fiduciary duty is generally considered the highest legal duty one party can have to another. As a Registered Investment Advisor firm, we have a legal responsibility to always act in your highest financial interests – and we take that responsibility very seriously.