ESG FiduciaryTM Pledge

  • I promise to act in the best interests of my clients and operate in good faith as a fiduciary at all times.

  • I will disclose any potential conflicts of interest between myself or my firm, and our clients, and will always place my clients’ best interests first.

  • I will act prudently, with the skill, care, and conscientiousness of a licensed financial professional.

  • I will not mislead my clients in any way.

  • I will not receive incentives or rewards that impair my ability to act in a fair and impartial manner or that compromise the integrity and impartiality of the advice I provide to clients.

  • I agree to thoughtfully consider the environmental and social impact of all financial decisions, as defined by the ESG Fiduciary™ Investing Criteria, on both my clients and their beneficiaries.

In order to apply to become an ESG Fiduciary, please download the printable form, fill it out, and have it notarized.