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Advisor Spotlight – Dave Mertz - Show 28-3
May 01, 2012
Mark and Tom further discuss the role of a fiduciary with IFA Advisor Dave Mertz. Dave shares how a fiduciary is always on the same side of the table as the client – always on the same team. They discuss how fiduciaries put the investor's interests ahead of their own and offer independent, conflict-free advice.
Index Funds Advisors, Inc. — 19200 Von Karman
Ave., Suite 150 — Irvine, CA 92612
Call Toll Free: 888-643-3133 — Local Phone: 949-502-0050 — Fax: 949-502-0048 — Email:
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