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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.”)
PDT Partners is a global investment manager that develops and deploys quantitative, model-driven strategies to trade liquid assets using proprietary, cutting-edge technology.
Carson Wealth Management Group is a Omaha, NE-based company in the Financial Services sector.
Peters and Company Ltd. is a Calgary, AB-based company in the Financial Services sector.
Xpress Holdings LLC is a San Juan Capistrano, CA-based company in the Financial Services sector.