Savant Advisor Earns Fiduciary Designation
Advisors earn designation after formal training and exam
June 13, 2011
Madison, WI (June 13, 2011) – Savant Capital Management, a nationally recognized fee-only wealth management firm with offices in Madison, is pleased to announce that Financial Advisor Brent Lindell 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, Lindell is responsible for managing all aspects of the financial planning and investment process for clients. He has 19 years of experience as a trust officer and advisor. Lindell holds a BA in Economics and is a Certified Financial Planner™ and a Certified Trust & Financial Advisor. Additionally, he received extensive training as a graduate from the Cannon Financial Institute’s Trust School at the University of Notre Dame.