TLB 9.15.16

Self-Assessment of Fiduciary Excellence for Investment Stewards

A free white paper by Wealthcare Financial Group, Inc.

Coupled with the "Periodic Table for Investment Stewards", this Self-Assessment of Fiduciary Excellence (SAFE) is provided to assist investment stewards in analyzing how well their portfolio meets the Global Standard of Fiduciary Excellence defined by the Center for Fiduciary Studies.

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