A Heightened Level of Responsibility
We have always maintained that effective relationships with our clients are built on trust. That trust is grounded in a commitment to act solely in your best interests. Indeed, this responsibility is required of investment professionals who act a fiduciaries to clients. In addition to this requirement, Craig Richman has undergone study and training to enact fiduciary excellence. This is signified by the Accredited Investment Fiduciary Analyst® (AIFA®) designation.
Although there is a virtual alphabet soup in the world of finance, the AIFA® designation is one that we believe is particularly important to help you feel secure in the knowledge that we aim to not only meet the requirements set forth by law, but wish to exceed them and abide by a gold standard of fiduciary responsibility.
Our promise to you is that you will never have to wonder if your advisor is working in your best interest. We offer a complimentary consultation and investment analysis of your portfolio with no obligation.
As a boutique investment shop, managing money is our business.