Having accumulated higher net worth, you expect and deserve the highest levels of competency, service and care from your wealth management firm. The fiduciary standard of care is the pinnacle standard in the industry.
The fiduciary standard of care is the framework used by Neil Jesani Wealth Management to build our service model and offer customized solutions so that decisions are made in your best interest.
Our fiduciary standard means that we have the responsibility to act solely in the best interest of our clients, under circumstances that require the use of reasonable care, skill, prudent judgment and rigorous accountability on a continuing basis
A fiduciary has a number of responsibilities to consider when acting in your best interest. We construct a portfolio of investments customized to your investment goals, providing a careful analysis to balance risk against return, and diversifying assets to focus on the performance of the entire portfolio.
Our responsibility is to monitor and continually adjust the portfolio as economic conditions change. At least once a year, our investment team formally reviews every account to ensure that the portfolio remains consistent with the client’s financial goals.