With extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.
Our vision: fi360 will be the leading provider of services that raise the level of professionalism in investment management.
Our mission: fi360 will help our clients gather, grow, and protect assets through better investment and business decision-making.
Our values: fi360 believes that, as individuals and collectively as an organization, we must demonstrate the following values in our actions:
- Responsibility – We are obligated to our clients, our co-workers, our shareholders, the community, and society.
- Excellence – Give our best effort and never compromise fiduciary aspects of the quality of all of our products - excellence in product and service delivery.
- Integrity – Be honest, fair, and accountable.
- Client service – Exceed the expectations of those we serve.
- Collaboration – Our collective achievements exceed the sum of our individual efforts.
- Knowledge – Seek continual improvement and professional development.
- Security – reliability/dependability
For more information, download the following information sheet: