ABOUT US
Statement of
Fiduciary Commitment
Pine Grove Financial Group is a Registered Investment Advisor (RIA) legally bound by the fiduciary standard when serving clients. Simply put, we are required by law to always act in our clients’ best interest.
To be specific, Pine Grove Financial Group makes the following commitments to its clients:
Clients First: Our Fiduciary Commitment
We will always put our clients’ interest first – ahead of our own, that of our firm, and our employees. As defined by federal law, we will act as fiduciary.
Acting as Your Agent: Best Investments, Best Prices
When selecting investments, we will act as the clients’ agent, seeking the best investments at the best prices at all times.
Transparent Conflict Management for Client Benefit
While neither we nor anyone can promise superior investment returns, we will provide impartial advice and act with skill, care, diligence and good judgment in the management of our clients’ investment portfolios.
Full Disclosure of Fees and Important Facts
We will provide full and fair disclosure of all important facts, including a clear description of the advisory fees we charge, as well as all fees we pay to others on our clients’ behalf.
Impartial, Diligent, and Skilled Investment Guidance
While neither we nor anyone can promise superior investment returns, we will provide impartial advice and act with skill, care, diligence and good judgment in the management of our clients’ investment portfolios.
