IFS

Founded in 2011, the Institute for the Fiduciary Standard is a research and education institution—a think tank—whose single purpose is to promote the vital importance of the fiduciary standard in investment and financial advice. To learn more, visit www.fiduciaryinstitute.org.

Institute for the Fiduciary Standard

The vision of the Institute is a fiduciary society where fiduciary principles and practices permeate the investment and financial advisory profession, and all advice serves investors’ best interest. The Institute’s research, education and advocacy on the fiduciary standard’s impact on investors, our capital markets and economy defines its core mission.

The Institute seeks to inform and assist investors, policymakers, researchers and the industry. Six key fiduciary duties embody the fundamental elements of an investment fiduciary’s responsibility.

Serve the client’s best interest
Act in good faith
Act prudently with professional care
Avoid conflicts of interest
Disclose material facts
Control investment expenses

The long-term objective of the Institute is to see the fiduciary standard embedded in law and industry culture.

Let’s Meet

We invite investors with portfolios over $1 million to a
complimentary “Get Acquainted” meeting or phone call
with one of our financial advisors.

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