MyFiduciary was founded by Ross Fowler in 2006. It is grounded in the global investment governance best practices developed by fi360 in the United States and benefits from the experience and academy of investment expertise available through fi360 Pacific.
All investors' wealth managed to a fiduciary standard of care.
To provide fiduciaries with the training, tools and support needed to help meet Our Vision. We will do this by:
Adhering to our core values.
Delivering a duty of care and duty of loyalty to all our stakeholders.
Efficiently providing our service.
Maintaining knowledge of regulatory compliance and legal obligations.
Keeping abreast of global Fiduciary, Investment and Trust best practices.
Independence - we are guided in thought and action by global good investment governance practices.
Responsibility – we are obligated to our clients, partners, staff, and communities we serve.
Integrity – be honest, fair, accountable and hold duties of care and loyalty to all our stakeholders.
Collaboration – our collective achievements exceed the sum of our individual efforts.
Excellence – give our best effort and never compromise the quality of our output.
Education – seek opportunities for continual improvement and professional development.
Pride – in our mission, our products and services, and our people.
MyFiduciary supports organisations to gather, grow and protect assets under their care.
We provide resources that enable better investment and business decisions.