Fiduciary Standard of Care

ATX Portfolio Advisors (ATX) pledges to exercise our best efforts to act in good faith and in the best interests of the client. We shall provide written disclosure to our clients prior to any engagement of ATX, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise our impartiality or independence. ATX, or any party in which we have a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. ATX does not receive a fee or other compensation from another party based on the referral of a client or the client's business. We pledge to:

  • Always act in good faith and with candor.
  • Be proactive in disclosing any conflicts of interest that may impact a client.
  • Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.

-Jeff Weeks