A fiduciary is any investment professional or financial advisorwho is required by law and practice to act solely in the interestsof and with undivided loyalty to their clients. A fiduciary’s adviceand recommendations must align with your specific objectives,time-frame and risk tolerance. When managing your assets, afiduciary must strive for an optimal balance of risk and return.That person must exercise care, skill, diligence and objectivity inevaluating, recommending and reviewing investment options.
Is the investment advice you are receiving really in your best interests? Unless your advisor understands and follows a fiduciary process, you can’t really be sure. Even those investment professionals who are required to act as fiduciaries might not have the experience or training to prepare them for this enormous responsibility. Fi360 is accredited by the American National Standards Institute for the AIF® Designation, making the designation part of an elite group of accredited designations for financial professionals.Only Accredited Investment Fiduciary® (AIF®) Designees have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart. Here are some attributes that make AIF® Designees different from other advisors or financial professionals: