< facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

What It Means to Be a Fiduciary

You often hear the word “fiduciary” with little or no context.

So, below, we’ve summarized some of the key points that make Opulus a proud fiduciary firm.

 We will…

Always put our clients' best interests first.

act with prudence; that is, with the skill, care, diligence and good judgment of a professional.

not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.

Avoid conflicts of interest and we will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts.

Interested in Working With Us?

Head over to our contact page where you can fill out a form, give us a call, or send us an email.

Let's Chat