What Is A Fiduciary

5 Step Guide to Complete Retirement Security

What Is A Fiduciary


When choosing a financial advisor, many clients assume that they will automatically act in their best interest. Unfortunately, that isn’t always the case. In many instances, financial advisors are simply trying to sell products to their customers, regardless of whether those products will help the client reach their goals.

At Dash Investments, we are fiduciaries, and we are proud to commit to the five fiduciary principles which include:

  • Always putting our clients’ best interests first
  • Acting with prudence—that is, with the skill, care, diligence, and good judgment of a professional
  • Not misleading our clients, but rather providing full and fair disclosure of all important facts
  • Avoiding all conflicts of interest
  • Fully disclosing and fairly managing, in our clients’ favor, any unavoidable conflicts

Dash Investments is registered as an investment advisor with the Federal Securities and Exchange Commission (SEC). A Registered Investment Advisor does not sell specific products to their clients, but instead offers financial solutions. In doing so, our clients’ goals and interests are paramount.

If you would like additional information about the importance of working with a fiduciary, we would be happy to provide you with a few of our articles on the subject.