Welcome to this week’s INFREQUENTLY ASKED QUESTION: What Do I Need to Do to be a Good Fiduciary to My Clients?
As Faith-Based advisors, we are very focused on the screening component of our portfolios. As a result we may minimize or dismiss some important components of our fiduciary responsibility to our clients. It’s crucial to address both as we strive to glorify God and to fulfill our fiduciary obligation.
Hillary Sunderland, CIO, CFA, CKA, reminds us of some critical factors we should be monitoring in addition to values screening.