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Fiduciary Oath

I believe in placing your best interests first. Therefore, I am proud to commit to the following five fiduciary principles:

I will always put your best interests first.

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

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

I will avoid conflicts of interest.

I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.

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DOUG MOTTET
Founder and President of Mottet Wealth
Registered Investment Advisor

Created by the Committee for the Fiduciary Standard
www.thefiduciarystandard.org
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COPYRIGHT © 2021 DOUG MOTTET ENTERPRISES, INC., DBA, MOTTET WEALTH. ALL RIGHTS RESERVED | WEBSITE BY FURTHER BOUND
ebook ipad 5 Simple Ways to Bring the Purpose Back to Your Retirement Plan
Add some financial confidence to your inbox with my monthly newsletter
Plus receive my free ebook: 5 Simple Ways to Bring the Purpose Back to Your Retirement Plan

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