Stated Fiduciaries

Our Fiduciary Standard

Advice Provided in a Fiduciary Capacity

Tanara provides investment advisory services in a fiduciary capacity. This means we are required to act in the best interests of our clients when providing investment advice and financial planning recommendations.

Our role is to provide advice that is aligned with a client’s financial objectives, risk tolerance, and overall circumstances.

Fiduciary vs. Suitability Standard

Financial professionals operate under different regulatory standards depending on the services they provide.

Fiduciary Standard: Investment advisers registered under the Investment Advisers Act are required to act in the best interests of their clients when providing advice and to disclose material conflicts of interest.
Suitability Standard: Some financial professionals are required to recommend investments that are suitable based on a client’s financial profile, but they may operate under different regulatory obligations than fiduciary investment advisers.

Understanding these differences can help investors evaluate the type of advisory relationship that best fits their needs.

What Fiduciary Duty Means for You

Working with a fiduciary investment adviser generally involves:

Disclosure of Conflicts of Interest – Material conflicts must be disclosed so clients can evaluate recommendations with full transparency.
Prudent Advice – Recommendations are based on an evaluation of a client’s objectives, financial situation, and risk tolerance.
Client-Focused Planning – Advice is developed in consideration of long-term financial planning objectives.
Clear Communication – Advisory fees, services, and relevant considerations are explained so clients understand how advice is provided.

Why It Matters

Understanding fiduciary standards can help investors evaluate how financial advice is delivered and how advisory relationships are structured.

At Tanara, fiduciary responsibilities guide how we approach investment advice and financial planning discussions with clients.

Charities

At Tanara, lifting others and caring for our communities is part of our purpose. We support nonprofit organizations that reflect the values of our firm and our clients, combining thoughtful financial contributions with hands-on involvement to create meaningful impact.

We believe true legacy is measured not only by what we build, but by how we leave others better than we found them.