Did You Know?

March 1, 2010

Where are we now, and how should one invest?

 

 

 

  As a registered invest-
ment advisor, Just Plans
Etc. has a fiduciary duty
to each and every client
of the firm.  The policy
of Just Plans Etc. is to
protect the interests of
each of the firm's clients
and to place the client's
interests first and foremost in every situation.

The firm's fiduciary duty includes providing full and fair disclosure of all relevant facts and any potential or actual conflicts of interest, a duty of loyalty and good faith, providing recommendations that are suitable, and seeking best execution of all client transactions.

Please do not hesitate to call us with questions or comments as we are here to serve you.

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Before We Meet . . .

 
       


 

 

 

"Creation of wealth is almost a duty
because of the widespread benefits
that flow from it."

John Gunn,
Chief Executive, British & Commonwealth plc

 

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