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.

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