The Value of Discretionary Investment Management

March 2019  By: JARED HAMMERS, CFA

At The Fiduciary Group, we serve as fiduciary investment advisors. This means that we are required to act in the best interest of clients and to not place our own interests ahead of clients. As part of this relationship, we have the discretion to act on our client’s behalf and we endeavor to make thoughtful…

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6 Financial Planning Needs of Wealthy Families

March 2019  By: SCOTT McGHIE, CFA, CPA

You have enough money to support an affluent lifestyle — with more than adequate savings to spare. You’re not concerned about your ability to pay for your children’s college or fund your retirement. But significant wealth comes with its own set of challenges and complexities. Here are some of the unique financial planning needs that…

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Building Teamwork

March 2019  By: ERNESTO MONTES, BESS BUTLER

Vince Lombardi said teamwork was… “Individual commitment to a group effort — that is what makes a team work, a company work, a society work, a civilization work.” Many famous coaches and company leaders agree that teamwork is vital to success. The two youngest members of The Fiduciary Group, Ernesto Montes and Bess Butler, play…

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