Our Fiduciary Standard
We believe in placing our clients' best interest first.Therefore,
in our Fiduciary Oath, we commit to the following five fiduciary principles:
An Oath,
A Promise,
A Mission…
Our mission is to invest wisely to help you make money. Not by blindly taking on risk or lining our pockets with hidden fees, but by hearing about your financial goals and putting them first.. We manage the risk, you invest with confidence.
#1 – We will always put our clients’ best interests first.
#2 – We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.
#3 – We will not mislead clients, and will provide conspicuous, full and and fair disclosure of all important facts.
#4 – We will avoid conflicts of interest.
#5 – We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
Advisor Signature
Dan Bauer
Advisor Name
Bauer Heitzmann
Firm
Advisor Signature
Stephen Heitzmann
Advisor Name
Bauer Heitzmann
Firm
During your research and interviewing – please take a copy of the Fiduciary Oath to any other advisers you are meeting with. Ask them to sign it.
Ensure you are working with someone who is truly putting YOU first.
Contact
Get In Touch
For common inquiries please review our FAQ page.
We can be reached by telephone at (719) 575-9000 or use the contact form below to reach out to a Bauer Heitzmann associate by email.