"As a true fiduciary, we are required by law to always act in the best interest of our clients, beneficary's, or retirement plan participants. An AIF® designee receives the training to conform to this standard of excellence," says Robert.
Lake Geneva, WI; Brookfield, WI; Rockford, IL (PRWEB) December 21, 2011
Robert Anderson of Voyager Capital Management, LLC, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360), an organization offering training, tools and resources to promote a culture of fiduciary responsibility and improve the decision making processes of fiduciaries. The AIF designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a two-day course and examination.
Robert notes that having the AIF® designation represents that person's knowledge of a Global Fiduciary Standard of Excellence and applies the global standard to their practice. "As a true fiduciary, we are required by law to always act in the best interest of our clients, beneficary's, or retirement plan participants. An AIF® designee receives the training to conform to this standard of excellence," says Robert.
Robert’s financial services career spans over 20 years, beginning at one of the nation’s first fee-only financial planning firms. He then worked as a Trust Officer and then as an Investment Advisor before starting his own practice.
Robert’s roles include serving as Principal, Chief Executive Officer, Chief Compliance Officer, and Financial Advisor. As Principal, Bob manages Voyager’s executive functions including strategic planning for the firm’s growth throughout Northern Illinois and Southern Wisconsin. As Chief Compliance Officer, Bob manages the firm’s investment process. As a financial advisor, he advises high net worth individuals, corporations, foundations, and not-for-profit entities in the investment and financial planning process. In addition, Bob serves the community as an active member of the Williams Bay Lions Club and Lake Geneva’s Rotary.
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. In addition to the AIF, fi360 also offers the Accredited Investment Fiduciary Analyst™ designation, making those who earn the designation 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.
Voyager Capital Management, LLC, has three locations including Lake Geneva, WI; Brookfield, WI; and Rockford, IL; and is an independent, fee-only investment advisory firm providing investment solutions to clients across 23 states. The firm offers financial planning and personalized consulting as well as investment management. Voyager’s friendly and experienced team is committed to developing personalized financial solutions delivered with exceptional service and support. For more information on Bob or Voyager Capital Management, visit http://www.voyagercapitalmgt.com or call at 800-998-1013.
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. It licenses the Prudent Practices for Investment Fiduciaries from the Foundation for Fiduciary Studies. Fi360 provides investment education and training programs and awards the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional designations through the Center for Fiduciary Studies. It develops sophisticated Web-based tools and reporting, including the innovative Fiduciary Score™ and the Family Fund Fiduciary Rankings™ for trustees and investment professionals through Fiduciary Analytics. For more information on future events, training programs and fiduciary products, visit http://www.fi360.com.