As of January, four members of the Twelve Points Wealth Management team have become Accredited Investment Fiduciary® (AIF®) designees. Congratulations to Dave Clayman, Manny Frangiadakis, Francesca Federico and Igor Tiguy on their recent achievement! Each of them submitted an application attesting to the required Code of Ethics and Conduct Standards, met the experience requirements, completed training, and passed an examination to become an AIF® designee.
According to the Center for Fiduciary Studies (the issuing organization), the AIF® designation enables designees to “implement a prudent process into their own investment practices” and provide guidance to others on how to implement appropriate regulatory policies and procedures. “The promise to put our clients’ interests first is more important than ever in our industry,” says Dave, “so we all felt that earning the gold standard designation for fiduciary care was the logical next step for us as a firm.”
Learn more about the Center for Fiduciary Studies and the AIF® designation here.