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.