How We Are Different

Publicly owned investment firms are legally obligated to place their shareholders’ best interests before their clients’ best interests.

As a privately owned Registered Investment Adviser (RIA), Skloff Financial Group is a fiduciary that is legally obligated to place your best interests before any other party when we provide financial planning and wealth management services.

The same way a law firm must accept fiduciary duty when representing clients, a Registered Investment Adviser (RIA) must accept fiduciary duty when managing clients’ assets.

According to the U.S. Securities and Exchange Commission: “As an investment adviser, you are a “fiduciary” to your advisory clients. This means that you have a fundamental obligation to act in the best interests of your clients and to provide investment advice in your clients’ best interests.”