What is a Fiduciary?
A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.
Not all financial advisors are fiduciaries. But at Alderfer Bergen & Company, every advisor you talk to is. And we take the fiduciary standard very seriously, letting it guide everything we do. You deserve a partner who puts you first. That’s what you’ll find at Alderfer Bergen & Company, a 100% fiduciary* firm.
Therefore, we commit to the following five fiduciary principles:
*In advisory relationships.
Fiduciary Oath
Alderfer Bergen & Company believes in placing our clients’ best interests first.
We will always put our clients’ best interests first.
We will act with prudence, that is, with the skill, care, diligence, and good judgment of a professional.
We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.
We will avoid conflicts of interests.
We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
Meet the Advisors
Want to Learn More?
The best way to begin investing in your life’s future is by starting a conversation with us. Our advisors are here to help and guide you through your financial goals without the use of high-pressure sales tactics. At Alderfer Bergen & Co. there are no initial consultations fees, no obligations and therefore, no stress.