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Fiduciary Focus

What Does It Mean to Act as a Fiduciary?

A fiduciary is a person or entity that takes on the responsibility of acting on someone else’s behalf and does so with the highest level of honesty and integrity. The Fiduciary Standard of Conduct puts the interests of the client first and includes both a duty of care and a duty of loyalty. As a client of Marshall Investment Management, we carry the fiduciary duty to serve our clients’ needs above all else. Working with us assures you are being served by fiduciary financial advisors who want what is best for you.

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