From left to right: Scott Kaiser, Jakob Loescher, and Grant Moore.
ROCKFORD (WIFR)—Savant Captial Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, Illinois has announced 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, Jakob Loescher and Grant Moore. 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 savantcapital.com.