Who We Are

MyFiduciary was established with a focus on education and investment consulting to a fiduciary standard of care.
We work with our clients guiding them through their fiduciary responsibilities.

Our Story

Ross Fowler founded MyFiduciary in 2003. Our work is grounded in the global investment governance best practices developed by Fi360 in the United States. Our services benefit from the training, experience and investment expertise available through our sister company Fi360 Pacific.

Our Vision

All investors' wealth managed to a fiduciary standard of care.

Our Mission

To provide fiduciaries with the training 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.

Our Values

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.