- Best Practices
- Fiduciary September
- Frankel Prize
- Campaign for Investors
The Connemara Group
On March 26, 2017
1300 Pennsylvania Ave NW 7th FL Washington DC 20004
The Connemara Group offers comprehensive wealth management, investment management, and financial planning.
Compensation methods accepted
Fixed fee based on assets or financial circumstances.
Required education for senior advisors in the firm
Advanced education in Finance or a related area
CFP® (Certified Financial Planners)
Specialty in divorce and/or mediation matters as well as fiduciary matters for trustees.
Link to SEC/state registration:
The Institute for the Fiduciary Standard
Welcome to the Institute for the Fiduciary Standard!The Institute is a nonprofit formed in 2011 to benefit investors and society through its research, education and advocacy of the fiduciary standard's importance to investors, our capital markets and economy. Six key fiduciary duties embody the fundamental elements of an investment fiduciary’s responsibility. Read More
Why an InstituteThe rationale for an Institute for the Fiduciary Standard is straightforward: The fiduciary standard is important, representing ideas central to our form of government and free market economy; it is under significant pressures from market forces that could sharply limit its reach; no other entity is solely focused on preserving and promoting the fiduciary standard. More...
The 6 Core Fiduciary Duties
- ‣ Serve the client’s best interest
- ‣ Act in utmost good faith
- ‣ Act prudently -- with the care, skill and judgment of a professional
- ‣ Avoid conflicts of interest
- ‣ Disclose all material facts
- ‣ Control investment expenses
Best Practices Board
- Christopher Cannon, CFA
- William C. Prewitt, M.S., CFP
- Stephen D. Johnson, CFP©
- Knut A. Rostad, MBA
- General Counsel to the Best Practices Board: Daniel Bernstein
- Clark M. Blackman II, CFA, CFP, CPA/PFS