Why The Fiduciary Standard Is Important

Did you know that different advisors are held to different standards? Most investors aren't even aware of this. Only advisors who have a Series 65 license have a legal, fiduciary responsibility to act in their clients' best interests.

Other advisors and brokers are held to a significantly lower standard of conduct known as the "suitability" standard. This means, essentially, that as long as they do what is deemed "suitable", they are fully within their legal rights to act in their own best interest, as well their company's best interest before those of their clients.

We believe strongly that working with the right Registered Investment Advisory firm is key to ensuring that clients needs and best interests come first and foremost. To achieve this goal, Craig Misuradze is an Investment Advisor representative with Horter Investment Management, out of Cincinnati, Ohio. Drew Horter, the Founder and Chief Investment Strategist of HIM, has over 22 years of investment management experience.

WATCH HORTER INVESTMENT MANAGEMENT VIDEO NOW

At Agewise Financial Inc., we focus primarily on both the fixed asset category, as well as high quality, low risk, and low volatility private wealth managers. These private wealth managers can attain equity-like rates of return without the risk generally associated with the stock market. These managers typically experience better returns than the stock market in bull markets, and are typically able to significantly reduce volatility during bear markets.

Our third party custodians are Trust Company of America, TD Ameritrade, and Jefferson National Life Insurance Company.