The Institute for the Fiduciary Standard

A resource site for investors, brokers, academics and the media.


Building a fiduciary culture of honesty, integrity, and expertise.

The Connemara Group

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connemara-group

The Connemara Group

1700 Rockville Pike Suite 400
Rockville MD 20852

301.998.6595
info@connemara.com
www.connemara.com

Other Locations

1300 Pennsylvania Ave NW 7th FL Washington DC 20004

Services
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:
https://adviserinfo.sec.gov/IAPD/content/ViewForm/crd_iapd_stream_pdf.aspx?ORG_PK=281262

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture