Fiduciary Responsibilities of Some Investment Advisors

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** To get the full names and contact details become a member of our investor club, the Family Office Club at https://FamilyOffices.com ** • If you want Fiduciary Responsibilities of Some Investment Advisors: In this video, Michael discusses how acting as a fiduciary changes the approach to due diligence when evaluating fund managers. As fiduciaries, the standard is not just about suitability—it's about prioritizing the best interests of clients above all else. • Here are some key takeaways: • Fiduciary Responsibility: The fiduciary standard requires putting clients' interests first, not just choosing investments that are “suitable.” • Due Diligence Mindset: When evaluating investment managers, fiduciaries look beyond the 5 P’s (People, Processes, Performance, Plans, Platforms). • They aim to understand if the manager truly values the families' capital and sees it as more than just a commodity. • The Human Impact: Every investment decision impacts real lives, not just numbers on a balance sheet. A genuine fiduciary approach acknowledges this responsibility and seeks alignment with managers who share this mindset. • If you're interested in how fiduciary standards can elevate due diligence and decision-making, this video is for you. Don't forget to like, comment, and subscribe for more insights! • #FiduciaryDuty #DueDiligence #InvestmentAdvice #FundManagement #WealthManagement #FinancialPlanning #5PMethod #InvestmentStrategy #ClientFirst #FinancialResponsibility #InvestmentManager #FamilyOffice #WealthAdvisors #EthicalInvesting #investmentinsights • --- • I hope you are enjoying the Centimillionaire Strategies YouTube Channel produced by our investor club, the Family Office Club. • We use this channel to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively. • If you are looking to grow your business, get sharper at investing, and scale you are in the right place. • Our 17-year-old investor club, the Family Office Club, has 25 team members, and 15+ million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year. • To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.com • To register with us as an investor to access live community events please visit https://InvestorClub.com • We have free web classes and books for you to download at https://familyoffices.com/book/ • https://CapitalRaising.com • To date, our podcast and YouTube content has been downloaded over 5 million times. • Please subscribe to this channel as well as our Family Office Podcast so you do not miss our most popular mini-series content / @familyofficeclub • The 1st Step in Setting Up Your Family Office • • The 1st Step in Setting Up Your Famil... • Welcome to the How to Start a Family Office Mini-Series | EP 1 • • How to Start a Family Office Mini-Ser... • Introducing the Billionaire Mini-Series | Billionaire Strategies and Secrets Revealed (Must Watch) • • Billionaire Scaling Strategies Mini-S... • Hear from Experts Who Have Raised Between $100M - $1B+ At Our 2023 Capital Raising Titans Event • • Hear from Experts Who Have Raised Bet... • What Wealthy Want • • What Wealthy Want • 8 Billion Dollar Family Deal Sourcing Strategy • • 8 Billion Dollar Family Deal Sourcing... • I hope you love watching my videos Subscribe to this channel for the latest video. • Have a nice day!

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