Is GuidedChoice a fiduciary?
Yes, we acknowledge and agree that we are a “fiduciary”, as defined in the Employee Retirement Income Security Act of 1974 (“ERISA”), with regard to the investment advice and recommendations provided under our programs. We take great pride in providing advice that is only and always in the best interest of our clients. GuidedChoice is independent and free of conflicts so that you can be sure that there is no other motivation in our recommendations. If you want to learn more about who we are and how we action this core principal throughout everything we do, please watch this video from our CEO and founder Sherrie Grabot.
If you are an advisor or business looking for a fiduciary partner, we can take on either the 3(21) or 3(38) fiduciary role and encourage you to read more about our what we can offer.