CEFEX® Certified
A Higher Standard of Fiduciary Care.
THE STANDARD
What is a CEFEX® Certification?
The CEFEX® Certification is a rigorous, independent, annual audit that verifies our processes put our clients’ interests first and meet industry best practices. The Certification is considered a seal of approval for wealth management firms giving our clients greater peace of mind, quality assurance and a higher degree of transparency.
The value
What CEFEX®
means to you.
A CEFEX-certified firm places its clients’ interests first. Through structured processes, the firm will realize cost savings through improved quality, enhanced client satisfaction and increased market share. From a financial perspective, end clients will realize investment objectives sooner and achieve a better alignment of investment services to expenses.
01
Investment Stewards
An organization with the legal responsibility for managing investment decisions.
02
Investment and Fiduciary Advisors
An organization with the responsibility for providing comprehensive and continuous investment advice.
03
Investment Managers
An organization which makes investment decisions and selects the securities to implement a specific investment mandate.
04
Retirement Plan Service Providers
An organization that specifically provides record keeping and administration services to qualified retirement plans.
THE rarity
Less than one percent of RIAs in the U.S. have earned the CEFEX® Certification.
The Consistency
Putting your interests first since 2011.
Hardy Reed has earned the CEFEX® Certification for the 15th straight year. This means we are consistent and steadfast in our goal of maintaining the highest levels of transparency and accountability.
