- Best Practices
- Fiduciary September
- Frankel Prize
- Campaign for Investors
Paul A. Pagnato
Founder and CEO
Paul A. Pagnato is founder and CEO at PagnatoKarp, an independent wealth management firm based in Reston, VA with over $3.8 billion assets under advisement. Mr. Pagnato is ranked #19 on Barron’s Top 100 Independent Wealth Advisors and #30 on Forbes America’s Top Wealth Advisors. He is a frequent contributor to CNBC, Bloomberg, WSJ, Barron’s, Forbes and NYT and at top business schools and conferences around the nation. Paul and his team previously worked through HighTower Advisors and he spent 19 years with Merrill Lynch, where he founded the Washington, D.C. Private Banking & Investment office. Paul is a graduate of Florida Atlantic University and The Executive Program at Singularity University.
PagnatoKarp focuses on streamlining the lives of high-net-worth families by going beyond wealth management to help improve access, opportunities, transparency, security and savings. Through True Fiduciary® standards and innovative technology, clients’ interests are legally placed first. Personalized services include financial planning, investments, tax, legal, private banking and trust, family governance, and concierge. It is PagnatoKarp’s mission to positively impact one million lives through True Fiduciary® standards of transparency.
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