As proud fiduciaries, our clients’ values, goals and interests are at the heart of every planning and investment decision we make. We do not have financial products to sell to clients and as a result, our clients have greater access to high-quality investments and solutions from top investment firms who compete for their business.This objectivity supports our integrity-driven ethos. Our job is to uphold our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies our clients wish to fulfill. It's that transparent.
A fiduciary is a professional who is legally required to act solely in the interests of their clients. By law, their advice and recommendations must align with a client’s specific objectives, timeframe and risk tolerance.Accredited Investment Fiduciary® Designees are formally recognized for demonstrating a full understanding of how to implement fiduciary processes to help individuals, families and companies achieve their investment goals in a responsible and accountable manner.
As AIF® Designees, HSW Advisors has a commitment to:
- Develop a personalized investment strategy based solely on our clients’ investment needs.
- Apply objective, comprehensive standards for evaluating and recommending investment options for client portfolios.
- Monitor and report portfolio performance on an ongoing basis and recommend changes when necessary.
- Conduct reviews of our business practices to ensure fiduciary principles are being properly applied.