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What is Accredited Investment Fidcuiary Analyst®?

Accredited Investment Fiduciary Analyst™ designees are the few people in the country with knowledge in both a prudent investment process and assessment principles, qualifications that are becoming increasingly desired and demanded by both the industry and regulators.

What makes an A I FA® designee different from other advisors?

Only those who have earned the AIFA® Designation are formally recognized by the Center for Fiduciary Studies for demonstrating a full understanding of how to implement those processes to help individuals and families pursue their investment goals in a responsible and accountable manner. AIFA® Designees are committed to using the knowledge and resources they have gained through their training to:

• Employ uniform, industry-recognized processes for developing a personalized investment strategy based solely on your specific investment needs
• Apply objective, comprehensive standards for evaluating and recommending investment options for your portfolio
• Monitor and report performance of your portfolio and its underlying investments on an ongoing basis and recommending changes when necessary
• Conduct ongoing reviews of his or her business practices to ensure fiduciary principles are being properly applied

AIF® and AIFA® Designee Code of Ethics

I recognize that this Code of Ethics, and its principles and obligations, are in addition to those set forth by any other Code that governs my professional and ethical conduct.

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