AIF

Effective Relationships Between Investors and Advisors are Built on TRUST. 

WHO IS AN ACCREDITED INVESTMENT FIDUCIARY (AIF®)?

An Accredited Investment Fiduciary is any investment professional or financial advisor who is required by law and
practice to act solely in the interests of and with undivided loyalty to their clients. A fiduciary’s advice and
recommendations must align with your specific objectives, timeframe, and risk tolerance. When managing your
assets, a fiduciary must strive for an optimal balance of risk and return. That person must exercise care, skill,
diligence, and objectivity in evaluating, recommending, and reviewing investment options. Any advisor you hire
to manage your investments in a fiduciary capacity is professionally obligated to ensure that:

• Any advice or services he or she provides reflects your specific investment goals or expected returns, time frame, and risk tolerance.

• Assets within your portfolio are appropriately diversified among a range of securities, mutual funds, or asset classes to mitigate risk and volatility.
  

• All investment activities, recommendations, and decisions are conducted in a thorough, objective, andprudent manner.
  

• Your assets are held in a secure account by a qualified custodian.

• The performance of your portfolio will be monitored and reported on an ongoing basis.

Is Your Advisor an AIF®?