
Fiduciary Defined
The term “fiduciary” is a good thing to hear when you are searching for a financial advisor. It is a legal obligation to put a clients’ best interest before our own.
Here at Washburn Capital Management, we take that fiduciary duty seriously. Here are some of the ways that we practice our Fiduciary duty:
- We put our clients’ best interests before our own, seeking the best price and terms
- We act in good faith and provide all relevant facts to clients
- We avoid conflicts of interest and disclose any potential conflicts of interest to clients
- We assure the advice we provide is accurate and thorough
There is no guarantee that investment objectives will be achieved. Investing involves risk, including the potential loss of principal. Diversification does not protect against loss. The information contained herein does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith, and any related legal, tax, accounting, or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Washburn Capital or consult with the professional advisor of their choosing. Except where otherwise indicated, the information contained herein is based on matters as they exist as of the date of preparation and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decision. Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results, or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or a representation as to the future. Specific investments described herein do not represent all investment decisions made by Washburn Capital. The reader should not assume that investment decisions identified and discussed were or will be profitable. Specific investment advice references provided herein are for illustrative purposes only and are not necessarily representative of investments that will be made in the future.
