The Fiduciary Relationship

At Schlindwein Associates, we hold ourselves to the highest standards and duties of a fiduciary. In that regard, we understand and accept the legal and ethical relationship we have with our clients when they entrust their assets to our care.

You, The Client

  • Entrust the care of assets to the fiduciary
  • Vest confidence and good faith in the fiduciary
  • Rely on the fiduciary to act in your best interest
  • Bestow power upon the fiduciary to act on your behalf

Schlindwein Associates, The Fiduciary

  • Acts with prudence in the care of assets
  • Provides aid, advice and protection to the client
  • Accepts the authority along with the trust, loyalty and reliability it demands

As fiduciary, we serve the interest of only the client.