Broker Check

How We Protect You

  • We, at The Cahill Group, are bound by several codes of ethics.
  • We provide our institutional clients with the knowledge and discipline to put their own clients and employees first using our mastery of fiduciary principles and practices. We apply this same understanding to our individual clients.
  • Our advisory accounts are bound by fiduciary standards, are fee-only and meet the rigid requirements of putting the clients’ best interests first.
  • Our brokerage business, while only held to the standard of suitability, still requires our utmost ethical process and we feel we have acted in the spirit of clients’ best interests especially in cases when a commission would cost the client significantly less over the life of the investment.
  • We encrypt our clients’ data meeting all regulatory standards of information protection