Do Portage Financial Group advisors operate as fiduciaries?
Portage Financial Group advisors will always act in your best interest and operate as fiduciaries. A financial advisor who is a fiduciary is legally and ethically obligated to act in the best interests of their clients when providing investment advice or managing their client’s assets. This means that the financial advisor must put their client’s interests ahead of their own and disclose any potential conflicts of interest that may arise.