Crafty Finance maintains a strict policy to identify and manage any potential conflicts of interest between the firm, its partners, and its clients.
When recommending products, our primary fiduciary duty is to the client. We recommend Direct mutual funds where applicable, or disclose regular plan commissions upfront.
Our advisors do not trade ahead of client recommendations (front-running) and maintain a restricted trading list for personal accounts to prevent market manipulation.
Any potential conflict of interest is disclosed to the client in writing before the execution of a financial plan or transaction.