As a Registered Investment Adviser, Tapparo Capital Management works exclusively for you, putting your interests first in all we do. Working as your advisor, we are a fiduciary and must always protect your best interests and disclose to you any conflicts that could prevent us from serving you. This makes our role very different from the traditional financial advisor to individual investors - stockbrokers - and we take seriously our responsibility to act as your fiduciary. Our commitment to serve as a fiduciary forms the foundation required in a trusting advisory relationship.
At Tapparo Capital Management, we make this pledge to you:
We will always put the client's best interest first - ahead of our own and that of our firm and its employees.
When selecting investments, we will act as the client's agent, seeking the best investments at the best prices at all times.
While neither we nor anyone can promise superior investment returns, we will provide impartial advice and act with skill, care, diligence, and good judgment.
We will provide full and fair disclosure of all important facts, including all fees that we pay to others on your behalf.
We will fully disclose and fairly manage, in the client's favor, unavoidable conflicts.
Never Too Soon
Did you know that if you have been in the workforce for awhile, you can check your Social Security statement by accessing it online (https://www.ssa.gov/myaccount/)? It’s true.
If you are 60 years or older, a...