Three Savant Advisors Earn Accredited Investment Fiduciary® Designation
Designation awarded after formal training and exam
October 2, 2012
Rockford, IL (October 09, 2012) - Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, Illinois, is pleased to announce that three of its financial advisors have recently earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360.
The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Through fi360's AIF Training programs, AIF designees learn the practices and the legal and best practice framework they are built upon. 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.
Savant's newest AIF designees are:
Scott Kaiser - Scott is a member of the Advisory Team with over 12 years of experience in the financial services industry. He earned a Bachelor of Science degree in business administration with an emphasis in finance from Rockford College. He is a Certified Financial Planner™ (CFP®) and has completed several graduate level courses at the University of Illinois Chicago. Scott joined Team Savant in October 1999.
Jakob Loescher - Jake is a member of the Advisory Team with over five years of experience in the financial services industry. He is a summa cum laude graduate of Northern Illinois University with a Bachelor of Science degree in finance and a minor in history. He is a Certified Financial Planner™ (CFP®), a Chartered Financial Consultant® (ChFC®), and a Chartered Retirement Planning CounselorSM (CRPC®). Jake started his career with Savant as an intern in May 2007 and joined Team Savant in December 2008.
Grant Moore - Grant is a member of the Advisory Team with over six years of experience in the financial services industry. He is a cum laude graduate of Marquette University with both a Bachelor of Science in finance/economics and an MBA. He is a Certified Financial Planner™ (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), and is currently pursuing the Chartered Life Underwriter® (CLU®) designation. Grant joined Team Savant in June 2006.
As financial advisors, each is responsible for managing all aspects of the financial planning and investment processes for Savant's clients. They routinely meet with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies. For more information on the Savant team and their designations, visit