top of page

Accredited Fiduciary - Gary Sipos AIF®


Gary Sipos has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for FI360.

Why does this matter to you?

There are two standards in the financial world:

1) The Suitability standard, and

2) The Fiduciary standard

The Suitability standard means that the registered representative or advisor can do what is in their companies best interest first, as long as the investment is "suitable" for you. A suitable investment has a very low standard and broad definition.

The Fiduciary standard means that the advisor must put the client's interest in front of the advisor's interests at all times.

For a more extensive explanation of the Fiduciary vs. the Suitability standards, Click Here.

 
Featured Posts
Recent Posts
Archive
Search By Tags
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Social Icon

© 2025 by Sipos Financial & Insurance Services

 

Investment advisory services are offered through Peace of Mind Planning, LLC (POM) doing business as Advisor Share Wealth Management (ASWM), a registered investment advisor. ASWM and Sipos Financial & Insurance Services operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this website is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

bottom of page