Client Bill of Rights

QUALITY OF SERVICE

At Dyadic Financial Management, we are dedicated to providing you with exceptional service that is proactive, courteous, and tailored to your needs. You can count on us to prioritize your satisfaction and well-being in every interaction.

VALUED ADVISORS

We understand the importance of trust in our relationship. You have the right to work with a wealth advisor who is not only trustworthy and dependable but also independent, focusing solely on your journey to True Wealth. Your wealth advisor will cultivate a personal relationship with you through insightful communication, sharing our core beliefs, investment outlook, and management philosophy. We will conduct portfolio reviews annually or as often as necessary, and we will always be available to address your questions and concerns.

RECOMMENDATIONS BASED UPON YOUR NEEDS

Your financial well-being is our top priority. You have the right to receive independent and personalized advice and recommendations tailored to your unique needs, risk tolerances, and goals. Through holistic financial planning, we will clearly define your needs and continually monitor them to ensure they are met.

CONFIDENTIALITY

We take your privacy and confidentiality seriously. You have the right to the strictest levels of confidentiality with all information provided to Dyadic Financial Management. Rest assured that we will protect your information with the utmost care and adhere to the highest standards of confidentiality.

TRANSPARENCY

We believe in transparency in all aspects of our relationship. You have the right to a clear understanding of the costs associated with wealth management, transactions, and advisory services. Our communications will always strive to be clear and concise, and if you have any questions, it is our duty to provide you with understandable answers.

PROMPT RESPONSE

Your concerns and inquiries are important to us. Dyadic Financial Management commits to returning your calls by the end of each business day. If a request requires additional research, we will establish a clearly defined time frame for resolution.

TIMELY COMMUNICATION

You have the right to be informed in a timely manner. Our goal is to provide you with relevant information before the need arises, regardless of the communication medium used. We believe proactive communication is essential to maintaining a strong advisor-client relationship.

EDUCATION

We are dedicated to empowering you with knowledge and education throughout your journey to True Wealth. Through ongoing education, we will set reasonable expectations and outline achievable scenarios in the development and constant monitoring of your Wealth Plan.

BEST EXECUTION

You deserve nothing less than the best execution in all our actions. Portfolio transactions will be executed promptly, at the best available price, and confirmed promptly by third parties.

ACCURACY

You have the right to accurate reporting of all managed accounts. Your statements will clearly identify all account positions, cash receipts, and disbursements, providing you with a comprehensive view of your financial status.

 
With this Client Bill of Rights, we aim to reaffirm our commitment to serving you with integrity, transparency, and dedication as your valued financial partner.

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