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A "Fiduciary" is someone who manages the assets of another person and stands in a special relationship of trust, confidence, legal responsibility, and is required by law to always act in the best interests of its clients, beneficiary, or retirement plan participant.

Acting as a Fiduciary is at the core of
each client relationship that we build.
Suitability Standard

The public can become very confused about their options in selecting an investment professional, and understandably so, the financial industry has tried to blur the lines between the different services that a financial advisor can provide.


Over 84% of the industry is only subject to a suitability requirement - meaning that an investment product which is sold to a customer, simply needs to be "suitable" for them, not necessarily in their "best" interests.

Fiduciary Standard

Only 16% are Registered Investment Advisors subject to a Fiduciary standard.

CEFEX Centre for Fiduciary Excellence

Petersen Hastings undergoes a rigorous examination of our investment processes by the Centre for Fiduciary excellence (CEFEX) and is certified as a fiduciary steward and Advisor, verifying that global fiduciary standards have been met or even exceeded.