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Fostering Trust Between Client And Fiduciary


“When properly constructed, the investment policy statement can protect both the client and the adviser, and goes a long way toward fostering a relationship built on mutual trust and respect.”

Stuart Riemer

Fostering Trust Between Client and Fiduciary, my latest article featured in Law360, explains why developing a detailed investment policy statement at the outset of a new client/advisor relationship can represent a significant benefit for both parties.

In addition, I discuss strategic asset allocation guidelines which attempt to balance risk and reward by considering each client’s unique goals along with their risk tolerance and investment timeline.

Read Here.

Authored By Stuart Riemer


Treasury Partners is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.