Why Is Working With a Fiduciary Important

Twele Capital Management is a Fiduciary, meaning we have a legal duty to act solely in the best interests of our clients.

Our firm and its employees follow specific standards of conduct when dealing with clients. We have the duty to:

• Always place our clients’ best interests ahead of our Firm;
• Ensure that the investment advice rendered is suitable to meet our client’s individual objectives, needs and circumstances;
• Have a reasonable, independent basis for the investment advice provided;
• Obtain best execution by pursuing the best prices and terms; and
• Minimize or eliminate any potential conflicts of interest and to advise our clients if any potential conflict exists.

As a fiduciary, no employee of Twele Capital Management has sales goals or receives any sales commissions.