May 12, 2014 Mom – the original Fiduciary
As we think about all the things mom has done for us over the years it is simply mind boggling. She demonstrated the importance of hard work. If you want something done, no matter how difficult, she showed us to put the work in and “get it done”. She taught us to put education first and it has translated into a quest for lifetime learning. She passed on the values that are central to running our business. She taught us to tell the truth, do what you say you’re going to do and treat others as you would want to be treated. Honesty, Integrity and the Golden rule.
In the Investment Advisor world, there is a concept called the “Fiduciary Standard”. Simply put, it means putting the interest of others in front of your own. It is how mom raised us and how we run our practice. We just wanted to take this opportunity to thank her for all she has done and all that she has taught us to do. She was the original Fiduciary.
Ben and Joy
Leonard Rickey Investment Advisors, PLLC (“LRIA”), is an SEC registered investment adviser located in the State of Washington. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of LRIA, please contact LRIA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
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