Definition: Fiduciary – from Latin fidere – to trust. Not exclusively about money, fiduciary applies to any situation in which one person justifiably places confidence and trust in someone else and seeks that person's help or advice in some matter.
At Trifecta Capital Advisors, we adhere to the fiduciary standard. This means putting our clients’ interests ahead of all else.
We do not accept commissions or third-party compensation in any form. Our clients work with us on a fee-only basis. Trifecta is independently owned and operated. We have ultimate flexibility and broad access to research, products and solutions that fit your needs. We work solely in the best interest of our clients, creating custom portfolio solutions and financial roadmaps as they move through life’s various ages and stages.