Investment Advisors in San Diego

A fiduciary is a person or organization that acts on behalf of another, putting their clients' interests ahead of their own, with a legal obligation to preserve good faith and trust. In the financial services industry however, not all advisors are held to a fiduciary standard.

The alternative, known as the suitability standard, requires an advisor to have a reasonable basis to believe a recommended transaction or investment strategy is simply "suitable" for the client. At Canter Wealth, we prefer the fiduciary standard.