Bill Duggins, CFP®, CPA Earns Accredited Investment Fiduciary (AIF®) Designation from Fi360
Aliso Viejo, CA, July 31, 2011 --(PR.com)-- Bill Duggins, CFP®, CPA, and founder of Duggins Financial, an independent boutique firm providing retirement plan consulting services to corporations and investment management for private clients, has been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies a thorough knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for company sponsored retirement plans.
AIF® training provides a comprehensive overview of fiduciary standards of excellence, asset allocation, investment policy statements, vendor searches, investment performance measurement and 401(k) fee benchmarking. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices.
“Recent Supreme Court rulings have highlighted the personal liability that retirement plan trustees and business owners are exposed to. Following stringent guidelines such as those outlined in the AIF® program serves to reduce the fiduciary liability of both the employer and individual plan fiduciaries,” noted Bill Duggins, founder of Duggins Financial.
About Duggins Financial
Duggins Financial is an independent boutique firm that provides retirement plan consulting services to corporations and investment management for private clients. Our mission is to provide our clients with objective and unbiased advice coupled with unparalleled personal service. Our investment philosophy is to manage client’s assets to achieve positive returns with the lowest commensurate risk in all market environments. We are committed to keeping our client’s best interest at the forefront while taking into consideration their long term goals and objectives.
For more information on Duggins Financial, please visit www.dugginsfinancial.com.
Bill Duggins is a Registered Principal with and securities and advisory services are offered through LPL Financial, A Registered Investment Advisor- Member FINRA/SIPC. Fiduciary services are extended to advisory relationships only.
About fi360
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 www.fi360.com.
Contact:
Duggins Financial
65 Vantis Drive
Aliso Viejo, CA 92656
949-297-4300
www.dugginsfinancial.com
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AIF® training provides a comprehensive overview of fiduciary standards of excellence, asset allocation, investment policy statements, vendor searches, investment performance measurement and 401(k) fee benchmarking. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices.
“Recent Supreme Court rulings have highlighted the personal liability that retirement plan trustees and business owners are exposed to. Following stringent guidelines such as those outlined in the AIF® program serves to reduce the fiduciary liability of both the employer and individual plan fiduciaries,” noted Bill Duggins, founder of Duggins Financial.
About Duggins Financial
Duggins Financial is an independent boutique firm that provides retirement plan consulting services to corporations and investment management for private clients. Our mission is to provide our clients with objective and unbiased advice coupled with unparalleled personal service. Our investment philosophy is to manage client’s assets to achieve positive returns with the lowest commensurate risk in all market environments. We are committed to keeping our client’s best interest at the forefront while taking into consideration their long term goals and objectives.
For more information on Duggins Financial, please visit www.dugginsfinancial.com.
Bill Duggins is a Registered Principal with and securities and advisory services are offered through LPL Financial, A Registered Investment Advisor- Member FINRA/SIPC. Fiduciary services are extended to advisory relationships only.
About fi360
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 www.fi360.com.
Contact:
Duggins Financial
65 Vantis Drive
Aliso Viejo, CA 92656
949-297-4300
www.dugginsfinancial.com
###
Contact
Duggins Financial
Claire Duggins
949-297-4300
www.dugginsfinancial.com
Claire Duggins
949-297-4300
www.dugginsfinancial.com
Contact
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