Best Practices

We are followers of Fiduciary Best Practices which includes, documentation, oversight, transparency, accuracy and communication.

 



Potential Benefits of Following Best Practices

  1. Reduce fiduciary liability by uncovering omissions.
  2. Provide framework for defining integrity and the inclusion of ethical considerations.
  3. Provides educational outline.
  4. Could improve long-term performance.
  5. Enable fiduciaries to compare practices & procedures.
  6. Assist in prioritizing projects, and establish benchmarks to measure progress.
  7. Negotiate lower "E&O" premiums.


 

Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NV, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.