Accountable ONLY to our clients
Certified Independent Guidance
Comprehensive Information for Growth
Our commitment is to the financial health and well being of our valued clients.
You will see our commitment as we build your trust over the long term.
The Fiduciary Standard
As Independent Registered Investment Advisors, we are held to the fiduciary standard.
Put on the books by the Investment Advisors Act of 1940, the fiduciary standard requires us to keep the best interests of ou clients in mind at all times.
In fact, we are legally required to put YOUR INTEREST FIRST and always act accordingly.
We've always worked this way.
We are able to work with any funds investment products or services we choose together with you. We are not bound by firm, family of funds or products that require us to be sole source. We're open to hearing of the products or investments you would like to explore. We do this to build trust and confidence knowing that serving you and building your wealth is in our best interest.
We are accountable to you.
We seek to develop deep personal relationships, so as to fully understand your specific needs and goals. What’s more, because we are independent and each Channel Island Advisor owns the company. We value our relationships and hold ourselves accountable to you.
Your money is held by an independent custodian, not the advisor firm. We use independent custodians, like Charles Schwab and others, to hold your assets. For many of our clients, they say this provides a reassuring system of checks and balances—your money is not held by the same people who advise you about how to invest it.
Channel Islands Group will help you come up with a financial game plan that looks at the big picture, no matter how complex your financial situation may be. Our concept at the formation of our firm was to bring a deep level of expertise in comprehensive services and specific investment strategies to help our clients navigate uncertain times. We offer you this expertise through financial planning, estate planning, complicated tax planning, charitable giving, intergenerational wealth transfer, and more as your needs dictate.