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Local Investment Advisor Earns Accredited Investment Fiduciary Designation
Date:2/20/2013

Delafield, Wisconsin (PRWEB) February 20, 2013

Robert Dignan, CFP®, AIF® of CedarPoint Investment Advisors, a Delafield-based Investment Advisory and Financial Planning Firm, has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, 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.

Dignan, along with his business partner, Daniel W. Wilson, CFP®, founded CedarPoint in 2009 after developing a strong distaste for the conflicts of interest that went along with the sales emphasis and tactics that go along with the traditional Broker/Dealer model of “investment advice.” As an SEC Registered Investment Advisory firm, CedarPoint and its team are legally bound to serve in the capacity of a Fiduciary, which means always putting the needs of the clients above all else. Dignan and Wilson have also both voluntarily accepted this responsibility by completing the rigorous requirements associated with, and accepting the designation of Certified Financial Planner™.

According to Dignan, “Whenever compensation changes hands in any professional relationship there are going to be inherent conflicts of interest, and advisors that suggest otherwise are not being forthright with their clients. There simply is no perfect, altruistic system. As fiduciaries, one of our primary duties is to constantly work to minimize these conflicts of interest to the greatest degree possible, and then
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