AIFA® Designee, FEFE® Certified, Fiduciary Consultant Founder
“Fiduciary best practices are crucial for nonprofits, foundations and endowments to demonstrate good stewardship, attract contributions and effectively achieve their mission. Our team of accredited fiduciaries teaches board members and stewards systematic, straightforward steps they can take to optimize their organization’s reputation and trustworthiness.”
Allan Henriques, ESQ is a Registered Financial Consultant (RFC®) and Accredited Investment Fiduciary Analyst (AIFA®) who is FEFE® certified. He now serves as the founder of a fiduciary consulting practice for nonprofits, foundations and endowments. In addition, Allan is an analyst for CEFEX, the Centre for Fiduciary Excellence. In each of these capacities, Allan, along with a renowned team of experienced fiduciaries, helps investment stewards better understand their financial responsibilities, how to minimize risk and how to ensure proper due diligence is taken in the organization.
Prior to his consulting practice, Allan founded and led Smart Investor, a boutique wealth management firm based in Roseville, California. He continues to participate as Chairman of the Board upon the firm’s acquisition by Sloy, Dahl, & Holst, Inc. in 2016. Allan was a student of the University of California, Davis, where he received a BA degree in Political Science. He also attended the McGeorge School of Law, University of the Pacific, where he received a Juris Doctorate, Law.
A former attorney, Allan has worked with individual and institutional clients throughout the United States. He has drawn upon his legal and financial experience to help clients meet their monetary objectives while legally reducing potential tax liabilities and protecting their estate values.
Personally, Allan is an ongoing supporter of local community organizations. Inspired by his father’s medical practices in both a small town and in a metropolitan community, Allan served on the board at Sutter Roseville Medical Center Foundation, a nonprofit focusing on caring for low-income patients. Additionally, he is a strong advocate for the continued development of the Boys & Girls Club of Placer County, which offers single mothers an after-school enrichment program for their children.
100% of our Board of Directors and almost 100% of our staff team have the FEFE designation. The training has been a game changer for our organization! Our Board is much more engaged and focused, our team is consistent in applying fiduciary best practices, and our assets have increased by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend this program.
Allan has helped us easily integrate Best Fiduciary Practices throughout our investment portfolios and employee retirement plans. His expertise gave us the ability to reestablish and protect the best interest of our tribal members.
Allan Henriques offers the highest level of fiduciary standards in our industry. His unique combination of legal and financial expertise gives him a keen understanding on how to best counsel nonprofits and foundations to protect their assets.
Fiduciary Excellence Leads to Trust. Trust Leads to Enhanced Donor Confidence and Board Engagement that Leads to Increased Donations, Financial Security, and Mission Success.
Allan Henriques Fiduciary Consultants, the organization dedicated to delivering fiduciary excellence for nonprofits and foundations, showed excellent insight during their recent webinar “An Overview of Fiduciary Essentials for Nonprofit Leaders.” “Each board member is...
FIDUCIARY CONDUCT AND YOUR REPUTATION What’s Trust Worth As An Investment Steward? Written by Blaine Aikin, Executive Chairman Fi360 and CEFEX AIFA®, CFA, CFP® EXECUTIVE SUMMARY Warren Buffett famously said: "We can afford to lose money, even lots of money. But we...