As a registered investment adviser, Elevate Financial is bound to a fiduciary standard. In other words, we are legally obligated to put our clients' best interests ahead of our own at all times. Putting your interests first and providing objective advice and solutions is more than just a mission statement – it is our duty.
Core Fiduciary Duties of Elevate Financial
- Serve the client’s best interest
- Act in utmost good faith
- Act prudently -- with the care, skill and judgment of a professional
- Avoid conflicts of interest
- Disclose all material facts
- Control investment expenses