James L. Hart, AIF®
Associate Portfolio Manager
“Organize, formalize, implement and monitor - all crucial elements in achieving fiduciary excellence.”
As a Financial Advisor and Retirement Plan Consultant, James brings 8+ years of industry experience to SFG. James’ role in the Retirement Plan Services division of Strategic Financial Group includes supporting and educating plan sponsors, administrators and trustees in regards to their fiduciary obligations. James’ professional responsibilities include Investment Analysis, Fiduciary Education, Employee Education & Enrollment, Plan Governance and Regulatory Guidance. James acts as a fiduciary in every client engagement and is a strong independent voice in dealing with record keepers, third party administrators, auditors and custodians.
James holds the AIF® (Accredited Investment Fiduciary®) designation. The AIF® designation is awarded by fi360, the leading fiduciary training and resources organization in the United States. Attainment of the AIF® designation signifies knowledge of, and focus on, all of the components of a comprehensive investment process, the fiduciary standard of care and a commitment to excellence, including the Prudent Practices for Investment Advisors.
James enjoys spending time with his family, being outdoors with nature, and watching hockey. He is an avid Chicago Blackhawks fan and season ticket holder. During the summer you can find James at his Weber Grill cooking up new recipes for family and friends.
- Bachelor of Science in Business Administration, Valparaiso University, 2011
- The College for Financial Planning Program, Expected Completion 2019
- Professional designation
- Accredited Investment Fiduciary® (AIF®)