Global Association of Independent Advisors™ (GAIA) firms share best practices and learn from each other, so that we can better serve our clients in a fiduciary capacity.
All firms are committed to providing clients with objective advice and personal solutions.
These incorporate broad global diversification, a structured and proven approach to investing, and independent fiduciary-based financial planning and wealth management solutions.
WHAT IS AN INVESTMENT FIDUCIARY?
Today more than ever, advisors are challenged with understanding their clients and the challenges they face. The Center for Fiduciary Standards has defined the advisor who looks at the client first as an investment fiduciary. Simply put, a fiduciary is someone who serves as an ever-vigilant guardian of the client’s best interests. This professional focuses on the client first before making a financial recommendation.
It’s a concept that’s garnered much attention in recent years, as legislators around the world pass legislation to improve investment transparency and advisor accountability.
Our clients’ financial success is not about being lucky, but being prudent about creating and preserving wealth.
Clients should focus on what they do best and consider delegating the rest. That is why clients choose to rely on a trusted advisor to guide their lifestyle, financial and investment decisions.