- Financial Fiduciaries is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Financial Fiduciaries is not engaged in the practice of law or accounting.
- Financial Fiduciaries does not maintain custody of client funds. For non-insurance company clients and non-trust company clients, the custodian is TD Ameritrade Institutional. Financial Fiduciaries insurance company clients maintain a custodial relationship with Comerica Bank. Financial Fiduciaries trust clients have their trusts administered by and trust assets custodied by Vigil Trust and Financial Advocacy, the Wisconsin office of Investors Independent Trust Company, an unaffiliated Colorado chartered trust company.
- Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. There can be no assurances that a portfolio will match or outperform any particular benchmark.