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.


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. -