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ACCREDITED INVESTMENT FIDUCIARY

The Accredited Investment Fiduciary™, awarded by the Center for Fiduciary Studies, offers clients the assurance that their investments will be managed prudently with a clear and documented process by someone who shares fiduciary responsibility.

Clients benefit from a Five Step Investment Process and Seven Uniform Fiduciary Standards of Care*.

With the Accredited Investment Fiduciary™ designation, Scott M. Buttfield’s clients benefit from an established and proven approach to investing, based on Modern Portfolio Theory (MPT), which meets the requirements of the Uniform Prudent Investor Act (UPIA).  In addition, all portfolios are comprised of Socially Responsible Investments (where available/practical). This not only satisfies the client’s social objectives, but also meets a Fiduciary Safeguard of the Seven Standards: “The IPS defines appropriately structured socially responsible investment strategies” (Source: Guide to Investment Fiduciary Practices, © 2000-2003, Foundation for Fiduciary Studies).

* Author: Donald Trone, AIF®, fi360