What is a Fiduciary
Being a fiduciary means putting client’s interest above our own.
This is the highest and most rigorous standard put on financial professionals.
What We Do
Making Your Goals our Priority
At Co-Missions we take this role seriously. We go one step further to include a more modern interpretation of fiduciary duty that also includes:
- incorporation of financially material ESG factors
- active ownership
- beneficiary/client preference regarding sustainability
- resilience of financial systems
- disclosure of investment approach
Simply stated, we want our clients to be confident that our advice ALWAYS prioritizes their goals and their priorities while reflecting their values and their mission.
