Is Secfi a fiduciary?

Yes, we are!

Yes, we are! Being a fiduciary means that we are legally and ethically bound to act in your best interests when providing financial advice and managing your investments. This commitment ensures that we prioritize your financial well-being above all else and are transparent about any potential conflicts of interest. As fiduciaries, we are dedicated to offering you advice and services that are aligned with your financial goals and objectives, providing you with peace of mind and trust in our partnership.

Secfi Advisory Limited is a registered Investment Advisor (RIA) and is held to the highest standards by the Securities and Exchange Commission (SEC). All of our financial advisors are CFP® professionals and are obligated to provide advice that is in your best interest.