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ACCREDITED INVESTMENT FIDUCIARY®
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Who is a Fiduciary? According to ERISA, anyone who has discretionary control over plan assets:
  • Plan Sponsors
  • Plan Administrators
  • Trustees
  • Investment Managers

About the AIF® Designation

The ACCREDITED INVESTMENT FIDUCIARY® professional designation was introduced by the Center for Fiduciary Studies in October of 2002. It is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility.

Those who hold the designation of AIF® understand and articulate the legal and regulatory environment surrounding the fiduciary, be able to develop and implement an effective investment management process, perform and document all due diligence measures, and above all, treat their clients with the utmost prudence and care.

FBD’s AIF® Provides Expertise

  • Consults on fiduciary accounts, including private trusts, foundations, endowments, and retirement plans.
  • Communicates well-defined fiduciary practices to plan sponsor.
  • Develops a more comprehensive and sophisticated investment process, which is particularly appealing to the sophisticated investors including plan participants, board of directors, etc.
  • Conducts comprehensive asset allocation studies, analyzes an investment policy statement, performs due diligence on mutual funds, and reviews performance reports.

Importance of the AIF® Designation

  • Pending pension reform legislation calls for investment advice to be delivered to a fiduciary standard of care.
  • The designation indicates that FBD Consulting, Inc. is aligned with the fiduciary standards of care that have been developed and are being promoted by the Foundation for Fiduciary Studies.
  • Fiduciary responsibility is a dynamic area of the investment industry that is continuously evolving.
  • This designation will allow FBD to remain current and informed during this significant period of change in the industry.

Mutual funds are offered by prospectus. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other important information is contained in the prospectus, which can be obtained from your financial adviser and should be read carefully before investing.

Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member NASD/SIPC.
FBD Consulting, Inc. is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

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