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.
AVL WealthCare's advisory services are offered through Stratos Wealth Partners, an independent Registered Investment Advisory firm, with the ability to present 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 refers to the relationship between a fiduciary and the principal or beneficiary on whose behalf the fiduciary acts. The fiduciary accepts legal responsibility for duties of care, loyalty, good faith, confidentiality, and more when serving the best interests of a beneficiary. Therefore, we have a legal responsibility to act in your best interests – and we take that responsibility very seriously.