Accredited Investment Fiduciary

Greg Hanson has a fiduciary responsibility to his advisory clients to:

• Put his client's best interests before his own, seeking the best prices and terms.
• Act in good faith.
• Do his best to ensure the advice he provides is accurate. 

What Does it Mean to be a Fiduciary?

Over the last few years the term "fiduciary" has been in the news a lot.  One reason; The Department of Labor introduced the fiduciary rule in early 2016.  The rule was designed to protect retirement savers by requiring financial advisors to act in the "best" interest of their clients.  This sounds simple enough, but what is "best"?  As usual, the two political parties could not agree and after much turmoil the fiduciary rule was overturned in 2018.  

Although the rule was overturned, many publications and media outlets continue to stress the importance of working with a fiduciary.  Fortunately, long before fiduciary became news., Greg recognized the importance of it and in 2010 he earned the Accredited Investment Fiduciary®  (AIF) designation from the Center for Fiduciary Studies. 

The AIF designation signifies specialized knowledge of fiduciary responsibility.  The designation is the result of an extensive training program, a comprehensive final examination and agreement to abide by the Center's Code of Ethics and Conduct Standards.  Continuing education and adherence to the code are required to maintain the AIF designation.