About Us

Fiduciary: is a legal or ethical relationship of confidence or trust between two or more parties.  Fiduciaries have a duty to act prudently and solely in the interest of their beneficiaries

TheIndependentFiduciary.org is a dedicated group of individuals from diverse professional backgrounds who have come together to express their views on how best to serve and act in the best interests of clients, investors, pensioners, and other beneficiaries.

TheIndependentFiduciary.org believes in the importance of the duty to act prudently, which requires that fiduciaries be proactive rather than reactive after the fact, in fulfilling their obligations and duties.  As such, fiduciaries should perform adequate due diligence prior to making recommendations.

We pride ourselves as being students of history while applying heuristic and analytic methods to our research of core phenomena in the pursuit of solutions which have the highest probability of success.  Our work is done without regard to passion or prejudice but only through the application of logic toward the end goal of meeting stated objectives on behalf of those we represent.