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Fiduciary and Transparency

As a Registered Investment Advisor (RIA), Hedgeo Capital Advisors, LLC  is held to a Fiduciary Standard set forth by the SEC and/or the States in which we serve. See our ADV here on the SEC website. For a more in-depth description of the difference between the Suitability Standard that Investment Brokers are held to and the Fiduciary Standard, read here from Investopedia Suitability vs Fiduciary[1]


"A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other assets for another person. Financial advisors, financial planners, and asset managers, including managers of pension plans, endowments, and other tax-exempt assets, are considered fiduciaries under applicable statutes and laws. In such a relation good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts."


Transparency for Your Protection:

* Embrace the legal fiduciary obligation to place Clients’ interests first
* Deliver comprehensive financial planning
* Provide fee-only advice
* Do not accept commissions
* Receive only one source of revenue: Client fees
* Provide transparency on portfolios and investments
* Measure Client performance returns using independent third parties
* Do not create products to sell or price any public securities

* Remain independent from any bank, broker-dealer, insurance company, or custodian

* Do not physically hold or possess any client assets, securities, or money

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