Joseph A. Wiggins, Jr. receives the Accredited Investment Fiduciary (AIF®) Designation from the Center for Fiduciary Studies

Joe-WigginsJoseph Wiggins, Chairman of ACG, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF Designation signifies knowledge of fiduciary responsibility and the ability to implement investment related policies and procedures that meet a defined standard of care. The Designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF Designation.

ACG is a privately held and independent wealth management firm based in Richmond, Virginia. It is a boutique firm, bringing expertise in investment management, qualified plans, tax strategy and TPA services. As a seasoned team of creative thinkers, analytical doers and action-driven experts, ACG specializes in the complexity of modern wealth management. Bringing an uncommon level of financial acuity to clients’ lives is our passion and expertise — and we draw from over 30 years of hands-on experience as an independent firm.

While ACG brings its clients a full team of consultants, it also knows that comprehensive consulting requires unhindered collaboration with other members of a client’s financial team: legal, accounting and banking professionals. In fact, many of our clients come to us because we’ve been recommended by their trusted accountants, attorneys, board members or bankers.

fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) Designation. AIFA Designees are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.

fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of investment fiduciaries – individuals who manage money for others. fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations. For more information on future fi360 events, training programs and fiduciary products, visit www.fi360.com.

— Posted on March 28, 2014 at 12:38 pm by

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