As a fiduciary, Adelphi Trust advises solely based in our client’s best interest, discloses any possible conflicts of interest, and provides transparent fees.
Some advisors are only governed under a suitability standard set by the Financial Industry Regulatory Authority (“FINRA”). This means the advisor must have a reasonable belief that an investment or transaction is suitable for the client. This is a lower standard than a fiduciary standard requiring the investment be in the best interest of the client.
Fiduciary duties exist in a variety of business relationships such as corporate board members and the shareholders, attorney and clients, and most commonly as trustee and beneficiary.
Working with Adelphi Trust means that you can be assured we will always put your interests first, and not our own. You don’t have to worry about conflicts of interest, improper fees, or incentive based on products. Not only are all our actions governed by a fiduciary standard, but we also truly want what is best for our clients.
Because we serve to protect, when our clients prosper and meet their goals, we have accomplished our mission.
Investment products and services are not obligations of or guaranteed by Adelphi Trust Company, are not insured by the FDIC, and are subject to investment risks, including possible loss of the principal amount invested.
NOT FDIC INSURED