At Tucker Advisors, we think Artificial Intelligence should serve “Anthropological Intelligence.” Said another way, our full embrace of the latest best practices of AI means that we are committed to employing it as an assistant, not necessarily an administrator.

We believe AI should not take the place of our employees, but rather make their jobs more efficient and productive by its use, so they can better attend to the tasks that truly benefit by their human interaction. Instead of leveraging AI to reduce our staff, we allow this transformative technology to empower them, thereby passing on the benefits to our advisors and their clients.

We are also committed to remaining transparent in our use of AI. We recognize that not all companies share this value, but as a relationship-driven, service-based firm, it’s a point of honor to be truthful to ourselves, as well as with our advisors. We will always do our best to provide information and resources concerning the evolution of AI, while leading by example in our transparent application of it. However, our advice is never a substitute for legal counsel, and we cannot be liable for how anyone utilizes or incorporates AI.

AI is changing every aspect of our lives, and the financial industry is no exception. However, at Tucker Advisors, we are incorporating the changes that best serve our advisors and their clients. This approach calls upon the honesty and integrity we practice in all facets of our business.