Why Oak Harvest

Fiduciary Standard of Care

Oak Harvest and the Fiduciary Standard of Care

Not all financial professionals are legally required to put their clients first. Only financial advisors operating under a fiduciary standard of care are required to act in the best interest of their clients, ahead of their own.

The “fiduciary standard” is the highest standard of care and requires going beyond the “suitability standard” to which insurance agents must adhere. Investment Advisors are held to the fiduciary standard.

Regardless of the capacity in which we operate for you, we seek to adhere to the following principles:

• Put your best interest first
• Keep your information confidential and secure
• Provide full and fair disclosure of all material facts
• Operate independently, and avoid or disclose conflicts of interest
• Provide transparent fee structures for our services
• Use the most cost effective tools in implementing your financial plan