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Founded in 2011, the Institute for the Fiduciary Standard is a research and education institution – a think tank – whose single purpose is to promote the vital importance of the fiduciary standard in investment and financial advice. The vision of the Institute is a fiduciary society where fiduciary principles and practices permeate the Wall Streetinvestment and financial advisory profession, and all advice serves investors’ best interest. (A fiduciary society is the term Vanguard founder John C. Bogle uses to describe the goal we must aspire to in ensuring that “trustees of other people’s money act solely in the interests of their beneficiaries.”)
At Jarvis Global Investments, our mission is to build lasting relationships with our clients while enriching our community. We will achieve our goals by earning trust and using our financial expertise to better the financial future of our clients and community.
Cornerstone Investment Partners is a Atlanta, GA-based company in the Financial Services sector.
Illumina Partners Inc. is a Toronto, ON-based company in the Financial Services sector.
Wicks Group of Companies, LLC is a New York, NY-based company in the Financial Services sector.