Fiduciary vs Suitability

Blue Line is a Financial Fiduciary

What is the Fiduciary standard?
Under federal law, in particular the Investment Advisers Act of 1940, investment advisers are regulated by the Securities and Exchange Commission (SEC) or appropriate state authorities and are required to provide services to their customers under the fiduciary standard.
It is the highest legal duty of one party to another, it also involves being bound ethically to act in the other's best interests. A fiduciary might be responsible for general well-being, but often it involves finances – managing the assets of another person, or of a group of people, for example
What is the Suitability standard?
(Suitability)' A situation (and sometimes a legal requirement) that an investment strategy meets the objectives and means of an investor. In most parts of the world financial professionals have a duty to take steps that ensure that an investment is suitable for a client.

 

We are Fiduciaries.  You might think of us as custom builders and managers for your individual needs.  In fact, it is out of a desire to custom build plans for our clients that our firm exists to begin with. 
We have also done this so that there would be no motivation to sell anything based on a commission, but to make my clients happy and profitable.  
Our Services go far beyond just managing funds, and, for the type of service that Blue Line provides, our fees are the lowest in the industry.  We will make certain of it.