A "fiduciary" is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interest of their client, beneficiary, or retirement plan participant.
AIF Designees have acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike.
An AIF designation represents that person's knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.
AIF Designees have the training necessary to ensure that an investment process is managed to an appropriate fiduciary standard of care.
Training
Designees are required to complete a rigorous training program, successfully pass an examination, conform to a code of ethics, and adhere to continuing education requirements on a yearly basis.
MAILING ADDRESS:
Kiaros Advisors, LLC
210 Legion Ave 6673
Annapolis, MD 21401
PHONE: 410-533-4577
E-mail: dbrock@kiarosadvisors.com