Values and Principles

Set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide
a consistently exceptional experience for everyone we meet.

1. and nbsp; and nbsp;We do important work. It is necessary and good. Our work is the mark we leave on the world.

2. and nbsp; and nbsp;We put our clients’ interests ahead of our own.

3. and nbsp; and nbsp;Like a family, our clients trust us, and we trust our clients.

4. and nbsp; We commit to improvement—in our knowledge, in our capabilities, in our clients’ well-being, and in the way we conduct business.

5. and nbsp; We are optimists! We can do it! Our clients invest in this spirit.

6. and nbsp; We have only one standard—our very best. With every meeting, every interaction, every decision, we give it our all or we don’t do it at all.

7. and nbsp; We are prepared, on time, and excellent. We do what we say we are going to do. We can only volunteer ourselves.

8. and nbsp; Communicating with our clients is the most important way we can use our time.

9. and nbsp; and nbsp;We are 100% confident that everyone on our team can provide any person we meet with an AIFS experience that is second-to-none.

10. We act with dignity and courtesy to clients, team members, and all of our business partners.

11. Our financial success enables us to serve our clients.

12. We operate with a spirit of gratitude.