EVERY SUMMER HAS A STORY
Announcing the AIF® credential – July 2016
“And so with the sunshine and the great bursts of leaves growing on the trees, just as things grow in fast movies, I had that familiar conviction that life was beginning over again with the summer.”
– F. Scott Fitzgerald, The Great Gatsby
The warmth of summer provides an opportunity to seek adventure, spend time with loved ones, and enjoy the beauty around us. It allows us to take a deep breath and reap the rewards of living a life of purpose. We very much welcome this opportunity and enjoy hearing from you and sharing in your summer adventures.
One opportunity we have taken advantage of this summer, which we are excited to announce, is that Steve, Sean and Matt have achieved the status of ACCREDITED INVESTMENT FIDUCIARY (AIF®).
The AIF® reaffirms our purpose and commitment to you to act as fiduciaries, one which we have operated under for many years by virtue of being a Registered Investment Advisory Firm and/or Certified Financial Planning™ professionals.
“An Investment Fiduciary must place his or her interests below that of the client. It consists of a duty of loyalty and care, and simply means that the advisor must act in the best interest of his or her client.”
The AIF® credential strengthens our promise to you to provide you with informed, rational, and well-reasoned advice with your best interests as our primary motivation.
We invite you to inquire further about our new credentials and what being a Fiduciary means. Whatever your purpose, whatever your Reason, we hope that you enjoy your summer, spend time with loved ones and appreciate America’s Finest City! We know we will!