CEFEX

To demonstrate our ongoing commitment to our clients, we’ve completed the rigorous Centre for Fiduciary Excellence (CEFEX) certification for our retirement planning service division. 

The CEFEX certification is a global fiduciary standard of excellence. It’s based on the international standard, ISO 19011: Guideline for quality management system auditing. The assessment is evidence-based, and all work is reviewed by the CEFEX Registration Committee to ensure impartiality and consistency.

By completing this certification, we’re able to provide various benefits to our clients such as:

•    Higher probability of enhanced portfolio outcomes 
•    Increased transparency
•    Increased oversight
•    Competitive influence

This certification aligns us with a very elite group of companies that have gone through this comprehensive process. We have become one of only 139 advisors globally, 5 in Ohio, and one of just 3 in Cleveland to hold this certification1.


The focus on continuous improvement helps us to keep growing, expanding, and helping to ensure the best client experience, and that we all hold ourselves to a high fiduciary standard to deliver effective and trustworthy fiduciary guidance. 


1. CEFEX.org: https://www.cefex.org/index.shtml

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