Our Team

BIOGRAPHY & QUALIFICATIONS

Amy Jones, CIPM is one of the industry’s leading experts on the Global Investment Performance Standards (GIPS^®). Working with the GIPS standards for over 19 years, Amy has extensive experience interpreting and applying them to almost any situation. She has consulted with advisers of varying sizes and complexities, from single-owner firms to firms with over $400 billion under management.

Amy founded Guardian Performance Solutions LLC in 2013. Throughout her career, Amy has worked with advisory firms to achieve and maintain ongoing compliance with the GIPS standards and to help them produce compliant performance advertising materials. In addition, she understands the broader compliance burden that investment advisers are under as she has also worked extensively with advisers to create policy & procedure manuals compliant with SEC Rule 206(4)‐7, drafted Form ADV disclosures, and conducted compliance reviews and audits for advisers located throughout the country. Prior to working as a compliance consultant, Amy was a manager at an accounting firm that specialized in GIPS verification services, where she conducted and oversaw hundreds of GIPS verification projects for advisory firms across the country of all sizes and levels of complexity.

Amy is a member of the CFA Institute GIPS Standards Promotion Subcommittee which is tasked to engage with GIPS Standards Sponsors on outreach activities and increase promotion and adoption of the GIPS standards. Amy is former Chair of the United States Investment Performance Committee (USIPC), the official local sponsoring organization for the GIPS standards in the United States. The purpose of the USIPC is to promote the adoption and implementation of the GIPS standards throughout the United States as the common method for calculating and presenting investment performance. Amy graduated from Southern Oregon University with a BS in Business Administration and an emphasis in Accounting. She holds a Certificate in Investment Performance Measurement (CIPM) and is a member of CFA Institute and the National Society of Compliance Professionals (NSCP). She is also a frequent conference speaker and author on topics related to performance advertising compliance, performance measurement, and the GIPS standards.

Amy Jones, CIPM
Founder/Principal
Office: (206) 456-2464

BIOGRAPHY & QUALIFICATIONS

Arin Stancil, CFA, CIPM is a Managing Director and Principal at Guardian Performance Solutions LLC. Arin is one of the industry’s leading experts on the Global Investment Performance Standards (GIPS^®). Arin has been working with the GIPS standards for 23 years and has extensive experience interpreting and applying them to almost any situation.

Prior to joining Guardian, Arin served as the GIPS compliance manager for a global investment adviser with over $2 trillion in assets under management, where he was responsible for maintaining the firm’s ongoing claim of compliance with the GIPS standards. Previously, he was a partner at an accounting firm that specialized in GIPS compliance consultation and verification services, where he conducted and oversaw hundreds of GIPS verification projects for firms around the world of all sizes and levels of complexity.

Arin is currently a member of the GIPS Standards Technical Committee (TC), the body responsible for the technical oversight of the GIPS standards. The purpose of the TC includes providing technical oversight of the GIPS standards and guiding the development and adoption of the GIPS standards. He is also a past member of the GIPS Standards Executive Committee and the United States Investment Performance Committee (USIPC). He has earned the right to use the Chartered Financial Analyst (CFA) designation as well as the Certificate in Investment Performance Measurement (CIPM).

Arin Stancil, CFA, CIPM
Managing Director, Principal
Office: (206) 456-2464
Direct: (206) 900-9185