Our Responsibility is Both Ethical and Legal
At Monte Financial Group, our advisors adhere to the fiduciary standard, which represents the highest ethical obligation an advisor can uphold. This standard requires us to always act in the best interest of our clients, maintaining the highest standards of professional conduct.
Responsibility To Our Clients:
- All recommendations and decisions made on behalf of clients are solely in their best interests.
- We fully disclose the services provided and compensation received to clients.
- Clients receive all material information related to the investment decision-making process, enabling informed decisions based on realistic expectations.
- We uphold strict confidentiality regarding all client-entrusted information.
- We continuously enhance our competency in investment management and financial services through ongoing education and training.
- Maintaining a high standard of professional ethics is paramount to our practice.