Andrew Shenberg and Matthew Haywood of Krilogy Financial, a St. Louis-based financial services firm, have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), 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. The Designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF Designation.
Shenberg, Portfolio Strategist and Chief Compliance Officer for Krilogy Financial, leads the firm’s Investment Advisory team where he focuses on fixed income-oriented strategies. In addition to his AIF® designation, Shenberg is a Certified Fund Specialist, a Chartered Financial Consultant (ChFC®), and a Certified Financial Planner (CFP®).
Haywood is a Retirement Plan Advisor for Krilogy Financial, focusing on employer sponsored retirement plans such as 401(k), Simple IRA, Profit Sharing, and Defined Benefit, among others.
Fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) Designation. AIFA Designees are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters.
About Krilogy Financial
Krilogy Financial is an independent financial services firm focused on developing customized wealth management strategies for today’s investor. From wealth management to wealth accumulation, Krilogy Financial offers a seamless pathway to unite each client’s complete financial needs in one location. The firm’s expertise is centralized within three key building blocks of financial success: financial planning, portfolio management and insurance services. In 2014, Krilogy was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the area, and the INC 5000 list of the country’s fastest growing companies. For information, call 314.884.2800 or visit www.krilogy.com.
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. Fi360 provides investment education and training programs, and develops sophisticated Web-based tools and reporting include the innovative fi360 Fiduciary Score® and the Family Fund Fiduciary Rankings™ for trustees and investment professionals. The Center for Fiduciary Studies confers the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst™ (AIFA®) professional Designations. For more information on future fi360 events, training programs and fiduciary products, visit www.fi360.com.