Rod Kamps’ AIF® Designation Achievement

We are excited to announce that our President and CEO, Rod Kamps, has recently earned the designation of Accredited Investment Fiduciary®. This designation, which is given by the Center for Fiduciary Studies through Fi360, identifies that recipients are “interested in and working towards the best interests of their clients” (Fi360).

In order to receive the title of Accredited Investment Fiduciary® participants must:

• Complete AIF® Training
• Pass the AIF® Exam
• Fulfill the experience requirement
• Promise to adhere to FI360’s Code of Ethics and Conducts Standards
• Annually complete six hours of continued training

As a firm that values the importance of a fiduciary relationship between advisor and advisee, we are in the process of supporting all of our advisors in becoming AIF® certified. There is nothing more important to us than the trust between us and our clients. We hope that this designation is another way to ensure that our firm is held to the highest level of fiduciary standards.

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