Fiduciary Standard of Care

The vast majority of the nation’s investable wealth is in the hands of investment fiduciaries.

A fiduciary is required by law to act in the best interests of their client - yet many are not even aware of their duties and responsibilities. Fairview Financial, as a Registered Investment Advisor, is by definition an investment fiduciary - and we take this obligation very seriously.

Paul Jeffrey, Fairview’s sole RIA representative, has been designated as an Accredited Investment Fiduciary indicating that he has received the necessary training and has obtained a thorough knowledge of the process accepted as suitable in managing investments to an appropriate fiduciary standard of care.