Collaboration and Facilitation

Fiduciary Insights offers, on a consultation basis, collaboration and facilitation services that promote the principles of good stewardship in executing fiduciary responsibilities. Blaine Aikin, AIFA®, CFA, CFP ®, the founder and sole employee of Fiduciary Insights, brings more than 30 years’ experience in the financial services industry to his consultant work.

Collaboration Services

Fiduciary Insights’ collaboration services best fit those clients who are new to the concepts of stewardship, fiduciary responsibilities and ESG investments.

Let’s Connect

Facilitation Services

Fiduciary Insights facilitation services are designed to serve those businesses and individuals familiar with stewardship and fiduciary principles. 

Fiduciary Insights services include:

Offering guidance for financial services firms that employ or serve fiduciary investment advisors

Writing, presenting and curating content for organizations seeking to promote fiduciary best practices and to demonstrate their commitment to fiduciary excellence

Serving as a subject matter expert for projects focused on fiduciary responsibilities and ESG investing

Learn more about Fiduciary Insights’ fiduciary and investment philosophies by visiting News & Insights.

News & Insights

Fiduciary Insights: Preserving resources through fiduciary best practices