INVESTMENT FIDUCIARY

 

Someone who is managing the assets of another person and stands in a special relationship of trust, confidence and legal responsibility with their clients. We are held to a higher standard in our investment process and adhere to these standards by maintaining our Accredited Investment Fiduciary® (AIF®) professional designation.

 

FIDUCIARY (Registered Investment Advisor)

  1. Relationship Based
  2. Singular Loyalty
  3. Discloses every and all
    aspects of investing

vs.

FAIR DEALING (Broker Dealer)
  1. Transactional Based
  2. Divided Loyalty
  3. Discloses certain facts, conflicts
    may exist or undisclosed

 
AIF®

Accredited Investment Fiduciary® (AIF®) professional designation is the industry’s first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility and communicates a commitment to standards of investment fiduciary excellence. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards and subsequently passed a comprehensive examination.

The time is always right to do what is right.

-Martin Luther King, Jr.