Safe Harbor Capital Management LLC Serving Minneapolis, St. Paul and Greater Minnesota Call 612.234.7233
We are not salesmen and you will receive no sales pressure. Promise.
Fiduciary Financial Planner
What is a FIDUCIARY?
Safe Harbor Capital Management LLC is a Registered Investment Advisor.
Registered Investment Advisors differ from banks, brokers and insurance companies.
Registered Investment Advisors are fiduciaries by law.
This means they must place the interests of their clients before their own.
Conflicts of interest can arise from commissions, bonuses and sales quotas.
These conflicts are common in the brokerage, banking and insurance industries.
Fewer than one in twelve financial advisors are fiduciaries. Source: Paladin Registry Fiduciaries are held to higher ethical standards, have greater responsibility and are more limited in compensation.
The fiduciary standard does not guarantee positive investment results. It does assure that the investment advice should be free of any conflicting influence. Safe Harbor has no obligation to any broker, bank or insurance company.