Fiduciary Duty To Our Clients

Fiduciary Duty vs. Suitability Standard

TriVant Has A Fiduciary Duty To Our Clients

“We believe our fiduciary duty enhances our relationship with our clients and we hope the financial regulators will require this standard of all investment professionals in the future.”

John Barber, CFA

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Trivant

Custom Portfolio Group, LLC

Fiduciary Duty To Our Clients