Broker Check

Accredited Investment Fiduciary®

Matthew Foertsch, AIF®, ChFEBC℠

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.