Trust & Fiduciary Duty


Trust (truhst), noun. 1) reliance on the integrity, strength, ability, surety, etc, of a person or thing. 2) the condition of one to whom something has been entrusted.

Trust is a word that gets tossed around frequently in the Financial Services industry. At LJI Wealth Management, the Trust you instill in our team and our company is our #1 Priority. We take great pride in the integrity by which we conduct our business. We do what is best for you, our client, 100% of the time.

However, we understand that we live in world where Investment ‘Advisors’ like Bernie Madoff (NYC Ponzi scheme) and Marcus Schrenker (our local ‘Plane jumper’), among others, have cast doubt on an entire industry. In both of those highly publicized cases, innocent victims suffered because criminals took advantage of their Trust.

At the end of the day, our reputation is our #1 asset. And that reputation is derived solely from the Trust instilled in us by our clients. As Registered Investment Advisors we are expected to act in a Fiduciary capacity for our clients. We do not take that lightly. In fact, at LJI that responsibility and our client's Trust is what drives us to help our clients each and every day.