What is a fiduciary, and why does it matter?
A “fiduciary” is a person or organization that is ethically obligated to act and provide investment advice in the best interest of their clients. As an investment advisor registered with U.S. Securities and Exchange Commission (SEC), Vault pledges undivided loyalty to its customers. It’s important to note that not all advisers are fiduciaries.
Is Vault a Fiduciary?
We are, and it's a responsibility we take very seriously. As a registered investment advisor (RIA), you can trust that we will always act as a fiduciary for you, your accounts, and your assets.