Why Steelview
Ross & Doug act as Fiduciaries – what does that mean?
We are legally and ethically bound to act in the best interest of our clients.
We will always put your best interest first.
We will not mislead you and will provide full and fair disclosure of all important facts.
We will avoid all conflicts of interest, and will fully disclose and fairly manage any unavoidable conflicts.
Aligned Compensation
We keep fees as simple and transparent as possible by charging a set percentage fee based on your account balance. In these fee-based accounts, also known as advisory accounts, we are paid by our clients directly.
We do not receive commissions or other financial incentives for the investment advisory services that we provide, and we do not have any propriety or “in-house” products that can create conflicts of interest between an advisor and their clients.