What is a Fiduciary

As a Fiduciary, Schorpp Capital Management's main responsibility is to manage a prudent investment process. Legally, as a Fiduciary our first responsibility is to our clients. We are organized around the Investment Advisors Act of 1940. We formalize our investment approach with our client's by creating goals and objectives. As fiduciaries we identify an investment horizon, an acceptable level of risk and an expected return. We then implement the plan using specific investments. Fiduciaries must periodically review portfolios and compare performance against appropriate benchmarks. Through proper execution of the previous steps we are confident in our ability to act as a fiduciary for our clients.