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Accredited Investment Fiduciary®

What is an Accredited Investment Fiduciary®?

The Accredited Investment Fiduciary® (AIF®) designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met specific requirements to earn and maintain the credential. This designation is accredited by the American National Standards Institute making the designation unique to an elite group of financial professionals.

AIF® designees have been certified specifically to follow a fiduciary process with their clients’ best interests at heart. Designees must provide documented industry and educational experience to qualify for the designation, as well as complete AIF® training covering Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients. After passing the necessary examination, designees showcase their professionalism by committing to follow the AIF® Code of Ethics and Conduct Standards and completing the continuing education requirements to maintain their designation.

How Can an AIF® Professional Help You?

Not all professionals are fiduciaries, and even among those who are, experience and training can vary widely. At Williams Asset Management, we’ve assembled a team of professionals with diverse accreditations and specializations, all bound by a shared commitment to prioritize our clients’ best interests. Our AIF® advisors will ensure you are on a fiduciary-guided financial journey and will always prioritize your financial well-being. You will experience a comprehensive, client-centric approach, providing holistic guidance on investment strategies, retirement planning, and estate considerations, all while maintaining objectivity and independence.

Trust in your financial journey as our AIF® advisors stay abreast of industry regulations, exercise prudent risk management, and prioritize client education, empowering you to make well-informed decisions.

Source: Fi360

Additional Information: Code of Ethics     Benefits of an AIF®

Our Team of Professionals

We have taken great care in building a highly talented team of financial and investment professionals who are skilled in financial planning and investments. 

Our collaboration with Commonwealth Financial Network® provides Williams Asset Management with a team consisting of more than 50 professionals with the CFA®, CFP®, ChFC®, or JD certification/designation. These experts act as an extension of our own team; supporting us in delivering tailored guidance.