Michael J. Hensley of Guardian Capital Advisors, LLC Receives AIFA™ Designation
Firm Now Able to Assess Compliance to Centre for Fiduciary Excellence, LLC Standards.
Raleigh, NC, September 04, 2011 --(PR.com)-- Michael J. Hensley, CFP®, ChFC®, AIFA®, of Guardian Capital Advisors, LLC (GCA) (http://www.guardianca.com/), a firm specializing in Retirement Plans as well as financial advice for individuals and businesses, has been awarded the Accredited Investment Fiduciary Analyst™ (AIFA®) designation from Fi360, which offers world-class training, tools and resources that are essential for fiduciaries. In addition to being able to design and manage retirement plans, the AIFA® designation will allow GCA to partner with Retirement Plan Sponsors who wish to maintain the relationship with their current plan manager. In this capacity, Hensley will act as a consultant to assess the compliance of a company’s Plan to standards set forth by the Centre for Fiduciary Excellence, LLC (CEFEX), and if appropriate, may make recommendations on modifications for the Plan.
A CEFEX certification is an independent recognition of a firm’s conformity against established universal practices and criteria. It implies that a firm can demonstrate adherence to the industry’s best practices and is positioned to earn the trust of the organization. Certification of a Plan shows that the organization is capable of consistently achieving its stated policy and objectives, and that they are effectively implemented.
Quotes:
“The AIFA® designation allows our firm to work with other firms and plan sponsors in many capacities. We are committed to a high level of fiduciary responsibility and to adhering to CEFEX best practices,” said Hensley. “Guardian Capital Advisors constantly strives to be a leader in advocating for our clients and accepting our role as fiduciary.”
About Guardian Capital Advisors:
Guardian Capital Advisors, LLC is committed to enhancing the financial wealth of clients by offering superior fiduciary services and a consistent and methodical investing approach for clients in all stages of life. The firm’s financial advisors help clients maintain and enhance the buying power of their assets over time with an investment philosophy focusing on risk management. GCA has three primary areas of concentration: comprehensive planning and advisory services for individual and business investors; consulting and management of retirement plans for businesses; and consulting and fiduciary services for nonprofits. For individuals, GCA offers a number of services covering all stages of life, including family financial planning and estate planning. For businesses, GCA maintains a core competency in profit-sharing 401(k) plans, specializing in consulting, plan management and education. For more information, visit http://www.guardianca.com.
About CEFEX:
The Centre for Fiduciary Excellence, LLC is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX has offices in Toronto and Pittsburgh. For more information, visit http://www.cefex.org.
Emily Packard
MMI Public Relations
(919) 233-6600
emily@mmipublicrelations.com
http://twitter.com/MMIPR
http://www.mmipublicrelations.com
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A CEFEX certification is an independent recognition of a firm’s conformity against established universal practices and criteria. It implies that a firm can demonstrate adherence to the industry’s best practices and is positioned to earn the trust of the organization. Certification of a Plan shows that the organization is capable of consistently achieving its stated policy and objectives, and that they are effectively implemented.
Quotes:
“The AIFA® designation allows our firm to work with other firms and plan sponsors in many capacities. We are committed to a high level of fiduciary responsibility and to adhering to CEFEX best practices,” said Hensley. “Guardian Capital Advisors constantly strives to be a leader in advocating for our clients and accepting our role as fiduciary.”
About Guardian Capital Advisors:
Guardian Capital Advisors, LLC is committed to enhancing the financial wealth of clients by offering superior fiduciary services and a consistent and methodical investing approach for clients in all stages of life. The firm’s financial advisors help clients maintain and enhance the buying power of their assets over time with an investment philosophy focusing on risk management. GCA has three primary areas of concentration: comprehensive planning and advisory services for individual and business investors; consulting and management of retirement plans for businesses; and consulting and fiduciary services for nonprofits. For individuals, GCA offers a number of services covering all stages of life, including family financial planning and estate planning. For businesses, GCA maintains a core competency in profit-sharing 401(k) plans, specializing in consulting, plan management and education. For more information, visit http://www.guardianca.com.
About CEFEX:
The Centre for Fiduciary Excellence, LLC is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX has offices in Toronto and Pittsburgh. For more information, visit http://www.cefex.org.
Emily Packard
MMI Public Relations
(919) 233-6600
emily@mmipublicrelations.com
http://twitter.com/MMIPR
http://www.mmipublicrelations.com
###
Contact
Guardian Capital Advisors
Patty Briguglio
919-233-6600
www.mmipublicrelations.com
Patty Briguglio
919-233-6600
www.mmipublicrelations.com
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