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Founded in 2011, the Institute for the Fiduciary Standard is a research and education institution – a think tank – whose single purpose is to promote the vital importance of the fiduciary standard in investment and financial advice. The vision of the Institute is a fiduciary society where fiduciary principles and practices permeate the Wall Streetinvestment and financial advisory profession, and all advice serves investors’ best interest. (A fiduciary society is the term Vanguard founder John C. Bogle uses to describe the goal we must aspire to in ensuring that “trustees of other people’s money act solely in the interests of their beneficiaries.”)
Fiduciary Trust Company of Canada is a Calgary, AB-based company in the Financial Services sector.
Disruptive Technology Advisers, LLC (“DTA”) is a registered investment advisor with offices in California. The firm focuses on private investment funds exclusively for qualified investors.
BDO Capital Advisors is a Costa Mesa, CA-based company in the Financial Services sector.
Mark Andrew Paganelli is a Pittsford, NY-based company in the Financial Services sector.