Fiduciary Statement

 

Our Commitment

CISI Consigliere strives to be a trusted leader in the sports banking industry. We welcome serious clients throughout the continent looking for a second income to a profitable business they own and control. When most of us think of “banking” we think of one subject, “money.” We believe that banking on yourself, trust, loyalty, and outstanding expert/client relationships drives the best advantages for success. 

Our commitment is to help clients identify and realize their financial goals. This can include providing financial literacy education, helping clients to stay focused during difficult times, and being motivated during positive times.

CISI approach stems from the belief that people can be empowered to be their own financial advocates. An individual’s financial health is an important component of their everyday lives.

 

Fiduciary Principles

  • Integrity - Consigliere shall offer and provide professional services with integrity.

  • Competence - Consigliere shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which they are engaged.

  • Confidentiality - consigliere shall not disclose confidential client information without the specific consent of the client unless in response to proper legal process, or as required by law.

  • Professionalism - Consigliere conduct in all matters shall reflect the credit of the profession.

  • Diligence - Consigliere shall act diligently in providing professional services.