Our Team

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The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary

standards of care and their application to the investment management process. To receive the AIF®

Designation, the individual must meet prerequisite criteria based on a combination of education, relevant

industry experience, and/or ongoing professional development, complete a training program, successfully

pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to

abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the

individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a

minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program. Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC.  Covered Bridges Financial Strategies, LLC is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed.  To view Form CRS or reference other important links please click on the appropriate link below.