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Posted June 19, 2017 by in Blog Post

The FIDUCIARY Rule. Currently in the news, it has been the Standard at CORDA since we were founded. As Kim Deutsch posted on the CORDA website in April 2016, CORDA has always acted as a fiduciary in managing retirement assets, as well all non-retirement and taxable savings entrusted to us. This fiduciary rule, to keep our clients’ interests first, has been our standard at CORDA all along. As an Registered Investment Advisor, CORDA abides by the highest standard of care set by the SEC which requires we act in our clients’ best interests.

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