Fi360
Fi360® was established as the first full-time training and research organization focused exclusively on investment fiduciaries like Allodium who manage the financial assets of others and hold a special relationship of trust and/or legal responsibility. Fi360 offers training, professional credentials, tools and other resources for fiduciaries to effectively and successfully perform their roles and responsibilities. Fi360 offers programs to earn the Accredited Investment Fiduciary (AIF®) and the Accredited Investment Fiduciary Analyst (AIFA®) professional designations. See www.fi360.com for more details.
Let's Meet
We offer a complimentary "Get Acquainted" meeting with one of our financial advisors to learn about your situation and see if our services are right for you.