Fiduciary Compliance

  CWM embraces the fiduciary role. This role includes:
  • Knowing standards, laws and trust provisions

  • Diversifying assets in a prudent manner

  • Preparing Investment Policy Statement (IPS)

  • Selecting "prudent experts" for all service providers

  • Monitoring the activities of the "prudent experts"

  • Avoiding conflicts of interest and prohibited transactions

Our commitment to the Fiduciary Standard of Care is your advantage!