“We Work in Your Best Interest!”
As a Registered Investment Advisory (RIA) firm, The Capital Advisory Group Advisory Services is committed to the highest standard in financial services: the fiduciary standard of care. This standard requires us to prioritize your interests, provide full and fair disclosure of all relevant information, and strive to avoid any conflicts that could mislead our clients.
According to the SEC, “We have a fundamental obligation to act in our clients’ best interests and provide investment advice in our clients’ best interests. We owe our clients a duty of undivided loyalty and utmost good faith.”*
We hold this fiduciary duty in the highest regard. We work to support your and your family’s financial well-being and are continually seeking ways to improve your financial situation now and in the future.
Our commitment to low-cost investment options means we actively conduct independent research to identify investments with minimized fees, as high fees can negatively impact returns. Using programs from The Center for Fiduciary Studies, we perform peer comparisons and side-by-side evaluations of funds to help optimize your investments.
