February 12, 2024

I’ve been researching financial firms lately and I see a lot of acronyms. AIF, CFP, CEFEX…I can’t keep up with them all but I have to ask — are they really that important? Are these certifications something I should be looking at?

This is a great question and I can say with certainty that yes, you should absolutely look at certifications when researching financial firms. The acronyms you are seeing are accreditations — proof that the firm is looking out for the best interest of its clients. At American Trust Wealth, we choose to be a fiduciary. Simply stated, we put our clients first and we must always use a “prudent expert” standard of care. Our Fiduciary Investment Advisors hold multiple professional designations and are subject to continuing education standards within their fields. Additionally, we have been recognized globally for our fiduciary oversight process. The Centre for Fiduciary Excellence (CEFEX) has certified that American Trust Wealth demonstrates adherence to the highest standard of Fiduciary Practices for Investment Advisors. Being a fiduciary is the very cornerstone of our company. Our clients will always receive the highest standard of care. Reach out to us today to learn more about these acronyms and how you can put your trust in American Trust Wealth.

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