What is an Accredited Investment Fiduciary (AIF)?

An Accredited Investment Fiduciary (AIF) is legally obligated to always act in the best interests of our clients. We offer recommendations based on each client's unique goals rather than prioritizing commissions, kickbacks, and referral fees that solely benefit us. 

AIF holders are highly competent in fiduciary responsibility and know how to communicate a commitment of fiduciary excellence. The AIF designation involves a rigorous training program and requires a long-term commitment to the Code of Ethics and Conduct Standards.

Why Should You Hire an AIF?

An AIF can benefit any type of investor. If you'd like sound advice from an advisor who genuinely values your success and has your best interests at heart, we are certainly worth considering. No matter what type of investment vehicles you use or hope to use to meet your retirement or other long-term goals, we can help. 

Also, an AIF will leave a paper trail as the designation reinforces documentation best practices. In the event you ever have a question or concern about your investments, we would be able to show and explain our work. 

By hiring an AIF, you can enjoy the peace of mind of knowing that the recommendations offered to you can truly place your interests first over compensation we receive. You'll feel confident in knowing the advisor you've chosen is motivated by your long-term success instead of how much money we can earn from your investments.