Associations / Accreditations

We Adhere to a Higher Standard

Accredited Investment Fiduciary® (AIF®)

Members of The Waterford Group hold the Accredited Investment Fiduciary® (AIF®) professional designation. Achieving AIF® status demonstrates
knowledge and competency in the area of fiduciary responsibility and communicates a commitment to standards of investment fiduciary excellence.
They have successfully completed a specialized program on investment fiduciary standards and passed a comprehensive exam.

  • AIF® designees demonstrate a thorough understanding of 22 prudent practices for investment advisors and stewards
  • They also sign and agree to abide by a complete code of ethics
  • Each AIF® designee undertakes at least six hours of continuing professional education each year
  • This helps ensure that all critical components of an investment strategy are properly implemented and administered
  • AIF® has been named one of the ten most wanted designations in the investment industry by Financial Planning magazine

3(38) Fiduciary

We act as a 3(38) fiduciary for many ERISA plans, solely responsible for the investment selection, monitoring and due diligence of funds
offered to plan participants.

Association Memberships

Profit Sharing/401k Council of America
Established in 1947, PSCA is a national, non-profit association of 1,200 companies and their six million plan participants. PSCA represents its members' interests to federal policymakers and offers assistance with profit sharing and 401(k) plan design, administration, investment, compliance and communication.

fi360 Global Fiduciary Insights
fi360 promotes a culture of fiduciary responsibility and improves decision-making processes of investment fiduciaries and other financial service providers.

Small Business Council of Rochester
The Small Business Council of Rochester has a lot to offer businesses in the Greater Rochester area. It begins with a comprehensive portfolio of educational programs called "Boot Camps" – covering marketing, human resources, information technology, finance, and more – that provide you with new and innovative ideas, strategies and practical tools to take back and implement in your business.