Accredited Investment Fiduciary®

Kirby Zeller has received the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, which is the standard-setting body for Fi360, a Broadridge company. The AIF® Designation denotes specialized knowledge in fiduciary responsibility and the ability to implement policies and procedures that adhere to a defined standard of care. This designation represents the successful completion of a stringent training program, along with a commitment to follow the Center’s Code of Ethics and Conduct Standards. To maintain the AIF® Designation, designees must continually complete education requirements and uphold the Code of Ethics and Conduct Standards.

As fiduciaries, we are obligated to act in our clients' best interests and disclose any conflicts of interest. Our fiduciary duties to our clients include the following:

• Duty of Care - The responsibility to exercise sound judgment in protecting a client's interests.
• Duty of Loyalty - Always act in the best interest of the client, prioritizing their well-being above all else.
• Duty of Good Faith - Always act within the law to advance the client's interests.
• Confidentiality Duty - To maintain the confidentiality of all client-related information.
• The Duty of Prudence - Requires making decisions that serve the best interest of our clients, utilizing the highest level of professional skill, caution, and awareness of risks.
• Duty to Disclose - To conduct oneself with utmost honesty and disclose all relevant information that may impact our clients' interests.