Fiduciary Standard

Fi • du • ci • ar • y

“One that stands in a special relation of trust, confidence, or responsibility in certain obligations to others”

The fiduciary duty is generally considered the highest legal duty that one party can have to another, and we take that duty very seriously. While many may say they have your best interests first, saying it and being legally bound to act in this manner are two very different things.

Fiduciary vs. Suitability – Don’t be Fooled

Non-Fiduciary Brokers

Suitable advice will often suffice

In some situations, a broker is not obligated to act as a fiduciary.
Do their recommendations most benefit you and your family or them?

TDC’s Fiduciary Standard

Clients’ best interest is our legal obligation

By choice – and by legal requirement – our investment advice and actions must be suitable and in your best interest at all times.

TFO-TDC, LLC dba TDC Investment Advisory is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. By using this website, you accept our Terms of Use outlined in Legal Notices and Privacy Notice. TDC Investment Advisory offers investment advisory services only in states where we are registered, have completed a notice filing or where an exemption or exclusion from such notice filing exists. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections are hypothetical in nature and may not reflect actual future performance. The content on this website is for informational purposes only and does not constitute a complete description of TDC Investment Advisory’s investment advisory services. Certain investments are not suitable for all investors and are not available to all TDC Investment Advisory Clients. Before investing, consider your investment objectives and TDC Investment Advisory’s fees.