Independent
We are a totally independent Mutual Fund Dealer. We are not tied to any particular Fund Company or Financial Institution, which means you and your advisor have access to all the major Fund Companies and the products and services they offer.
Experienced
All our agents have been carefully selected to our niche dealership based on their experience and credentials. All Advisors go through a rigorous screening process prior to joining our firm.
Security
All your investments through Candor are paid directly to the investment you have chosen. We do not accept your money directly. All transactions must be approved and signed by the client and our compliance department prior to processing – no discretionary trading is permitted.
Our Mission
To provide our clients with a complete line of quality financial products and services through experienced, qualified advisors in order to help our clients invest successfully and achieve their financial goals with peace of mind.
To deal with candor and integrity with our clients, associates, business and government agencies in a fair and expedient manner.
To always put our client’s financial interest and goals as our first priority.
