Accredited Investment Fiduciary®

Matthew Foertsch, AIF®, ChFEBC℠
Matthew A. Foertsch and Athena Wealth Management have been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a course and examination.
Knowledge And Resources To Help Clients With:
- Creating and maintaining a comprehensive investment plan, strategy or policy statement that documents the processes and procedures that will be used to manage the plan/portfolio.
- Analyzing and optimizing asset allocation strategies and investment menus.
- Applying objective standards for evaluating and recommending appropriate investment options and products.
- Monitoring and reporting plan/portfolio performance.
- Evaluating a client’s current fiduciary practices and recommending actions to help mitigate compliance and litigation risks.
- Understanding their important fiduciary roles, responsibilities, and obligations with more confidence.
Drive The Conversation With Your Investment Advisor:
- Will you act as a fiduciary in all scenarios when managing my portfolio or plan assets?
- How long have you been acting in this fiduciary capacity? Can you describe your experience acting as a fiduciary advisor?
- What fiduciary training have you received? Do you hold any designations focused on fiduciary best practices?
- Provide at least three references of clients who are using your services in your capacity as a fiduciary advisor.
- What services do you provide to help clients meet their fiduciary obligations?
- Please disclose and describe any potential conflicts of interest.
- Describe your total compensation or fees received for your proposed services.