Bautis Financial

at bautis financial we approach every client relationship as a fiduciary – someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. a fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. we provide unbiased advice always in your best interest with no proprietary products to sell. so what does this mean to you, our clients, on a day-to-day basis? our obligations as a fiduciary · put interests of the client first. · to act in utmost good faith. · to provide full and fair disclosure. · not to mislead clients. · to disclose all conflicts of interest in a full and fair manner. a comprehensive advisor investing is only one aspect of what we do. our expertise is in proper asset allocation, financial planning, and wealth management. we do not have any limitations on phone call