Savant Advisor Earns Fiduciary Designation
Advisor earns designation after formal training and exam
October 25, 2011
Rockford, IL (October 25, 2011) – Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, is pleased to announce that Financial Advisor Tracy Beard recently earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary 360. He has received formal training in investment fiduciary responsibility.
The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. The AIF® Training provides a unique comprehensive overview of fiduciary standards of excellence, asset allocation, preparation of investment policy statements, manager search and due diligence, performance measurement, and other related subjects.
AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. For these reasons, the AIF® was named one of the Ten Most Wanted designations in the investment industry by Financial Planning Magazine.
As a Financial Advisor, Beard is responsible for managing all aspects of the financial planning and investment process for clients. He has more than 11 years of experience in the financial services industry. Beard earned a Bachelor of Science degree in economics/finance from Rockford College. He is a Certified Financial Planner™ (CFP®), an Accredited Investment Fiduciary® (AIF®), and is currently pursuing a Master of Science in Financial Services (MSFS) and a Chartered Advisor in Philanthropy® (CAP®) designation.