02/05/2014 (press release: kfarrington) // Atlanta, GA, USA // Kelsey Farrington
White Horse Advisors, LLC is pleased to share Betsy Custer, retirement plan advisor, has been awarded the Accredited Investment Fiduciary ® (AIF ®) Designation from the Center for Fiduciary Studies™. 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, Betsy will be required to complete continuing education to maintain the AIF Designation.
Betsy is among AIF designees who have a reputation in the industry for the ability to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.
“Professional development is key to our growth as an organization and as individuals. Betsy set this designation as a goal and crushed the test scoring well over 90 out of 100 possible points,” Stephen Griner, President and Chief Operations Officer. “We are extremely proud of her dedicated work and strive to better serve our clients and their needs.”
About White Horse Advisors, LLC
White Horse Advisors, LLC is an independently-owned company that provides fee-only financial and advisory services to the owners of closely-held businesses, retirement plan sponsors and individual investors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients’ tax, legal and other advisors.
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