The AIF designation was a natural fit for my retirement income planning practice as I'm always seeking to improve my knowledge and skill in investments.
Las Vegas, NV (PRWEB) January 26, 2012
Greg Phelps of REDROCK WEALTH 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 several weeks of online training, a review course and examination.
Phelps, a resident of Henderson, NV is President of REDROCK WEALTH MANAGEMENT in Las Vegas. Phelps specializes in retirement investment management, wealth preservation and income planning for a select group of financially secure clientele.
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.
REDROCK WEALTH MANAGEMENT is an independent registered investment advisor firm. The firm specializes in serving the retirement investment and financial planning needs for affluent clientele in Las Vegas, Henderson, and nationally. Now serving as an Accredited Investment Fiduciary®, Phelps plans on launching a national service providing fiduciary portfolio management reviews, audits, analytics and portfolio asset allocation services through REDROCK’s subsidiary firm Investment Portfolio Advisors Portfolio Architect service.
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.
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