Prudent Planning and Investing - our firm’s main goals are to find cheap companies.
Prudent Planning and Investing - our firm’s main goals are to find cheap companies.
A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust. The highest legal duty of one party to another, being a fiduciary requires being bound ethically to act in the other's best interests. A fiduciary might be responsible for general well-being, but often the task involves finances—managing the assets of another person, or of a group of people, for example. Money managers, financial advisors, bankers, accountants, executors, board members, and corporate officers all have fiduciary responsibility.
Prudent Planning and Investing, LLC maintains a fiduciary duty to place the interests of its clients before the interests of the Company and its Associated Persons. The Company has adopted policies and procedures in our Compliance Manual to assist in detecting and preventing violations of relevant state and federal laws, rules, and regulations. All Associated Persons are expected to be familiar with and to follow the Company's policies. Associated Persons should conduct their activities in a manner that not only achieves technical compliance with this Compliance Manual, but also abides by its spirit and principles.