Why Bastion Fiduciary?
We are a fee-only, fiduciary financial firm founded by veteran military officers, committed to disciplined processes, personal integrity, and transparent client relationships. Our focus is on long-term investment success, providing clear, consistent communication and education to help clients make informed financial decisions.
Latest Posts
(Re-published with permission) Value investors aren’t quick to jump on buzzy concepts, but the newly…
Despite ongoing Middle East conflicts, a pullback in AI stocks and fears of stubborn inflation,…
(A great quarter, too!) Against a backdrop of geopolitical de-escalation, international equity markets in aggregate…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicolas Owens discuss GE’s corporate history,…