Fiduciary Consulting

Fiduciary Consulting

Investment Fiduciary – Someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility.

Investment Fiduciaries are:

  • Stewards – Manage the investment decision making process (trustees, investment committee members, plan sponsors).
  • Advisors – Provide comprehensive and continuous investment advice (wealth managers, financial advisors, trust officers, financial consultants, investment consultants, financial planners).
  • Managers – Make investment decisions, and selects the individual securities to implement a specific investment mandate (such as “Large Cap Growth”).

The Value of Working with an Accredited Investment
Fiduciary Analyst – AIFA®

An Accredited Investment Fiduciary Analyst (AIFA) practitioner provides the accurate assessment of an investment fiduciary organization to determine if their practice conforms to a Global Fiduciary Standard of Excellence; and whether the organization has satisfied the Forty Six Practices Practice requirements for receiving the Center for Fiduciary Excellence (CEFEX) Certification.

Learn More about Wealthcare Financial Group, Incorporated Practices That Define A Global Fiduciary Standard of Excellence.