Tough Questions


fi•du•ci•ar•y – A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

We invite you to download this questionnaire we’ve filled out to provide consumers with critically important information about Apropos, Kay Conheady and how we do business. It asks the tough questions you should ask every prospective adviser you are considering entrusting with your financial well-being.