PMFA's Susan Shoemaker Attains AIFA^® Designation

Southfield, MI (July 21, 2006) — Susan Shoemaker has attained the Accredited Investment Fiduciary Analyst™ (AIFA®) designation. Designees must demonstrate the knowledge necessary to understand and implement a prudent investment process for investment stewards, investment advisors, and investment managers and perform a fiduciary assessment to verify or certify an entity’s conformity to a Global Standard of Excellence.

“The vast majority of fiduciaries do not understand the high level of responsibility they have in relation to implementing a prudent process for selecting and monitoring investment options, having and following a well-written investment policy statement, and obtaining knowledge about trustee responsibilities and other related items,” says Shoemaker. “By assisting fiduciaries in implementing these processes, we have generally been able to provide a better plan at a reasonable fee for their staff. It’s our goal to keep trying to improve the process—helping the plan sponsor and providing people with better retirement plans.”

Plante Moran Financial Advisors (PMFA) serves as a trusted advisor to high net worth individuals and family business owners, helping them build, manage, and preserve their wealth. Its integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning. PMFA is an affiliate of Plante & Moran, PLLC, one of the nation’s largest accounting and business advisory firms.