Conflict-Free Standards

The Conflict-Free Standards ensure clients receive fully transparent, conflict-free, science-based advice that is legally aligned with their best interests and upheld with strict accountability.

• Embrace the Legal Fiduciary obligation to place clients' interests first.
• Deliver comprehensive science-backed advice.
• Provide fee-only solutions.
• Do not accept commissions, revenue sharing, self-dealings, proprietary products, opaque fees, gifts, or soft-dollar arrangements.
• Be transparent on all client costs and fees.
• Provide transparent client costs, fees, and terms.
• Remain independent from any organization creating a client conflict or self-dealing.
• Provide transparency on client reporting.
• Never sell client data.
• Accountability to clients and regulators.