Prudent Practices®

Fi360 is guided by our Prudent Investment Practices®. First published in 2003, the Prudent Practices® comprise a step-by-step investment process that ensures an investment strategy is being properly developed, implemented, and monitored according to government regulation, legal case law, and industry best practices. The Prudent Practices® serve as the foundation for the
Accredited Investment Fiduciary® (AIF®) Designation.

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