Broker Check

The Importance of a Fiduciary

What Makes an AIF® Designee Different?

The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. AIF® Designees are committed to:

• Always put the client's best interest first

• Apply objective, comprehensive standards for recommending investments

• Conduct ongoing reviews to ensure fiduciary standard are continually met

At Foundation Wealth Advisors, we take pride in our transparency and objectivity. If you’re unsure about your current retirement strategies, haven’t reevaluated your investments in several years, or are just interested in learning more about what it means to work with a fiduciary, we are happy to offer you a complimentary consultation.

With the AIF® designation, Joe Arnold is also involved with fi360, an organization that helps its clients gather, grow, and protect assets through better investment and business decision-making. Since 1999, fi360 has been providing innovative solutions to financial advisors with the AIF® designation. As a member of fi360, Foundation Wealth Advisors is committed to demonstrating several values in our actions, including:

  • Responsibility – We are obligated to our clients, our co-workers, our shareholders, the community, and society.
  • Excellence – Give our best effort and never compromise fiduciary aspects of the quality of all of our products - excellence in product and service delivery.
  • Integrity – Be honest, fair, and accountable.
  • Client service – Exceed the expectations of those we serve.
  • Collaboration – Our collective achievements exceed the sum of our individual efforts.
  • Knowledge – Seek continual improvement and professional development.
  • Security – reliability/dependability.