What Does it Mean to be a Fiduciary?

A fiduciary is ethically and legally obligated to act in another person’s best interest. In the financial world, a fiduciary customarily manages investment positions to best fit a client’s circumstances, and in doing so, is obligated to avoid conflicts of interest. An advisor that is not a fiduciary could take decisions that are not in your best interests. It is important to verify fiduciary status because not all licensed, financial professionals are regulated as fiduciaries. JWA’s Founder and Managing Partner is a Fiduciary.

What Does it Mean to be a CFA charterholder?

The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis and denotes having years of relevant professional experience. JWA’s Founder and Managing Partner has earned the right to use the CFA designation.