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A Higher Standard of Care

"What we found were some of the folks who performed well in the 2008 crash. We found that people working with fiduciaries, advisors with a legal obligation to put the client first, and whose personal assets were on the line, tended to be among the winners."

Lou Harvey in Barron's
July 26, 2010

"The fiduciary standard is emerging as the optimal standard for client care - no matter how regulation governing the advisor-client relationship might change."

Envestnet

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E-mail: advice@exos.com
Phone: 415.658.9797

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