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Boca Raton News


Date ArticleType
6/20/2017 General
Jackie Reeves Earns Accredited Designation

DELAWARE, June 15, 2017 - Jacqueline Reeves of Bell Rock Capital, LLC has been awarded the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIFA designation signifies the ability to perform fiduciary assessments measuring how well investment fiduciaries are fulfilling their duties to a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIFA designation.

Ms. Reeves is a Managing Director for Bell Rock Capital, LLC. She heads the firm's research and portfolio strategy group. At Bell Rock, our 401(K) advisory services include the role of financial advisor on the company plan which provides proactive investment selection, monitoring and employee education. Ms. Reeves is a resource for national media, including CNBC, Bloomberg television and radio, The Wall Street Journal, Business Week and various other printed media. Our mission is to deliver returns consistent with client goals.

fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIFA designation as well as the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant™ (PPC™) designations. AIF designation holders possess specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. PPC designation holders possess specialized knowledge to employ best practices that help plan sponsors run successful and compliant practices. The PPC designation is awarded to those who complete a curriculum based on ERISA regulations and industry best practices as it pertains to the management of a qualified plan.

Bell Rock Capital, LLC is an SEC Registered Investment Advisor based in southern Delaware, with satellite offices in northern Delaware, Florida, Pennsylvania, New Jersey, and California. Client assets are managed as Separately Managed Accounts, for both high net worth individuals and families as well as banks and insurance companies. We utilize proprietary research as well as technology-driven investment tools to manage our accounts and conduct fundamental and technical analysis on the companies we consider before investing.

Our 401(K) Advisory Services include the role of acting as an ERISA 3(38) and/or advisor on the Company plan including analyzing, monitoring, educating and making changes to the plan's investment selections. A member of our team has been awarded the Accredited Investment Fiduciary Analyst® (AIFA®) designation, and the Professional Plan Consultant™ (PPC™) designation from fi360. These designations support our commitment to fiduciary excellence on behalf of our Company retirement plan clients and our firm.

About fi360
fi360 helps its clients gather, grow, and protect assets through better investment and decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® training programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. Our vision is to be the leading provider of services that raise the level of professionalism in investment management.
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.