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Work with an Accredited Investment Fiduciary®

Benefits of working with an Accredited Investment Fiduciary, AIF®

Fiduciaries act solely in the best interest of our clients. When serving as a fiduciary, we are held to a higher standard of ethical principals. This differentiates us from other advisors or financial professionals. 

Michelle Anthony

Michelle Anthony, MS, AIF®

President, Managing Partner, and Financial Advisor

(520) 298-1900

(520) 879-9979

Samuel Sutterfield

Samuel Sutterfield AIF® RFC®, CES®

President, Managing Partner, and Financial Advisor

520-298-1900

520-879-9979

Eddie Cervantes

Eddie Cervantes AIF®

Financial Advisor and Vice President

520-298-1900

520-879-9979

The AIF® Process

Experience

Designees are required to provide documented industry and educational experience to qualify for the designation.

Examination

Designees must complete the AIF® Designation Training, which covers the Prudent Practices® for managing fiduciary assets for wealth, nonprofit and retirement clients. Designees must pass an examination to prove comprehension of the Prudent Practices® and ability to act in the best interest of clients.

Ethics

Designees adhere to a Code of Ethics and Conduct Standards that show a commitment to a higher degree of industry professionalism.

Continuing Education

Designees commit to keeping their knowledge and skills sharp by completing annual continuing education requirements.

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