Our Fiduciary Commitment

“There aren’t many firms that can claim to be both independent and legally bound by the fiduciary standard. We can. We are. Every client deserves to have an advisor who looks out for his or her best interests.”
–Leo Kelly III, CEO & Partner

The three primary groups that dominate the investment landscape for high-net-worth investors:

  • fiduciary advisors
  • brokers
  • asset managers

A fiduciary is an investment professional or financial advisor who is required by law to act solely in the interests of their clients. A fiduciary’s advice and recommendations must align with your specific objectives, time-frame, and risk tolerance. By contrast, a non-fiduciary broker or asset manager is not required to act in your best interests. They are free to recommend investments that may earn them higher fees. They have no binding obligation to put your interests first. They are only required to do what is sufficient for someone your age.

As independent fiduciaries, Verdence Capital Advisors is committed to upholding our fiduciary responsibilities and practices while focusing on the financial objectives, values, and legacies our clients wish to fulfill.

Read CNBC’s article detailing why “‘Fiduciary’ and ‘financial advisor’ are far from synonymous”

Verdence throughout this website has provided links to various other websites. While Verdence believes this information to be current and valuable to its clients, Verdence provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

Service Model/Fiduciary ComparisonFiduciary comparison chart